i compiled power generation #s for China in the first half based on what I can find online
And then in the follow up, I calculated carbon emissions to be up 3.7% YoY for Jan-May. I think this is not bad given that large parts of China was locked down in April/May last year. Ground transportation shows 8.5% higher emissions despite increased EV ownership. I think that is strictly due to people being locked down and unable to drive during lock down time. I do anticipate ground transportation emissions to collapse over the next fe years.
Similarly, a lot of new solar/wind project are probably not fully connected to the grid. So when they do get connected, I expect the power emissions to also come down
And then in the follow up, I calculated carbon emissions to be up 3.7% YoY for Jan-May. I think this is not bad given that large parts of China was locked down in April/May last year. Ground transportation shows 8.5% higher emissions despite increased EV ownership. I think that is strictly due to people being locked down and unable to drive during lock down time. I do anticipate ground transportation emissions to collapse over the next fe years.
Similarly, a lot of new solar/wind project are probably not fully connected to the grid. So when they do get connected, I expect the power emissions to also come down