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tphuang

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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
 

tphuang

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In contrast, this is how well offshore wind is doing in America.


Chinese offshore wind project just has such a price advantage. Not only that, it's the entire ecosystem with the high voltage cables, the piles that you put the towers on. The equipment that ship the turbines out and install. The inspection and repairs equipment and vessels. For floating turbines, you have the things that keep them from floating away
 

tacoburger

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How much sales are chinese wind turbine manufactures making on the global market? Are there any major American/European/Africa/SEA/South American buyers of chinese wind turbines?
 

tphuang

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How much sales are chinese wind turbine manufactures making on the global market? Are there any major American/European/Africa/SEA/South American buyers of chinese wind turbines?
of course, goldwind, envision & Mingyang all have export orders. Mngyang is exporting some of their 16MW offshore turbines to Europe. They are the market leader

Not only that, Chinese suppliers also supply underwater cables and offshore turbine piles
 
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