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>> The bad news is, they're China.

Not sure what your point is here, but whatever it may be, I feel sure it is not helpful wrt to climate policy in the world's largest emitter. If you have some other axe to grind, maybe take it elsewhere.

China is dominant in industries that are currently significant in renewables. Especially solar PV. They already have the largest EV fleet, including buses.

The next industry to really matter will be energy storage. China is positioning to dominate in batteries too. If they do, good luck to them. Not because I love everything about China, but because somebody needs to scale this and if China does, then that's good for energy transition.

>> they have a growing population

Currently about +0.3% per annum. Which puts them around the lower 30th percentile of countries by population growth.

China is certainly large, but it is not growing much and should soon be shrinking.




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