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Place Your Bet On The Future Of Energy: U.S. Or China
Manhattan Contrarian ^ | 28 Sep, 2025 | Francis Menton

Posted on 09/30/2025 6:36:00 AM PDT by MtnClimber

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1 posted on 09/30/2025 6:36:00 AM PDT by MtnClimber
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To: MtnClimber

Would any of the US “green energy” be implemented if there were no government subsidies?


2 posted on 09/30/2025 6:36:18 AM PDT by MtnClimber (For photos of scenery, wildlife and climbing, click on my screen name for my FR home page.)
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To: MtnClimber

Interesting thought, that China bet its all on the wrong horse.

Solar has its place, but it will never be a base line fuel.

So, what are they doing with thorium?


3 posted on 09/30/2025 6:41:38 AM PDT by texas booster (Join FreeRepublic's Folding@Home team (Team # 36120) Cure Alzheimer's!)
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To: MtnClimber

No.


4 posted on 09/30/2025 6:42:06 AM PDT by ROCKLOBSTER (Show me a RAT, I'll show you a felon.)
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To: MtnClimber

It’s mind-boggling!


5 posted on 09/30/2025 6:48:27 AM PDT by UnwashedPeasant (The pandemic we suffer from is not COVID. It is Marxist Democrat Leftism. )
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To: MtnClimber

Thank you.

Menton leaves out the choice for Red China, though. They are either:
1) Pouring money into this in the hope of creating air that is fit to breathe by their people.
or
2) Pouring money into this to sell worthless junk for US dollars (and Europian euros) to fund Belt and Road and invasion of the West.

Choice 1) would be entirely inconsistent for the “enlightened” psychotic Pooh Bear.


6 posted on 09/30/2025 6:49:50 AM PDT by Empire_of_Liberty
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To: texas booster
Interesting thought, that China bet its all on the wrong horse.

I respectfully disagree. IMHO, China seems to be going full speed on all energy types. Yes, they invested a lot in solar. But they also added many new coal plants. Perhaps they hope to one day not need to import coal (hence China's attraction to solar) because they don't want to depend on their adversaries (such as importing coal from the U.S.). But they're not crazy enough to go all in on solar until solar is a good replacement for coal (if it ever will be).

Contrast that with Europe hating importing natural gas from Russia (understandable), so they went all in on wind and solar. The difference is that they tried to DEPEND on wind and solar BEFORE they could be depended on. If solar and/or wind ever become replacements (doubtful), fine. But that time is not now.

7 posted on 09/30/2025 6:50:57 AM PDT by Tell It Right (1 Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: MtnClimber

“Clean Energy” isn’t clean, and it isn’t energy (when you need it). The ‘winner’ will only win the race to oblivion.


8 posted on 09/30/2025 6:58:55 AM PDT by norwaypinesavage (Freud: projection is a defense mechanism of those [Leftists] struggling with inferiority complexes)
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To: MtnClimber

Green energy is costly, unreliable and inefficent. Subsidies are money wasted and further weaken the productive economy. When the technology develops to make green energy cheaper and more efficent than nuclear and fossil fuels, then the private sector will develop it and deploy it without government subsidies. Let China squander away.


9 posted on 09/30/2025 7:06:06 AM PDT by allendale
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To: Tell It Right

China has built out a continent sized super grid. They have 1 million volt DC and AC grids and they store hundreds of thousands of gigawatt hours behind some of the largest dams and hydropower projects on this planet. When the wind slows down or the sun sets they open the taps on dams like like three gorges then send all that power to the cities via the super grid. They are about to build 70,000 megawatts worth of hydro in Tibet again linked by 1 million volt DC to the industrial heart of the country.

China don’t do climate change they give zero Fs about carbon and yet in the first 6 months of 2025 they built out three Texas ERCOT total capacity grids worth of just new solar. They have a single factory that can put out a Texas grid worth of panels every 12 months that’s one single factory. They are not leading the race they are dominating the whole planet in solar build out. Cope hard is what the luddites have left. Again China don’t do climate change they give zero Fs about carbon, they are building solar in the desert because they have engineer’s who can do math and understand the implications of it. Thin film polysilicon solar panels are the cheapest form of flowing electrons humans have come up.

You can buy retail bifacial panels for under $400 wholesale is under $100 even at $400 over their rated 30 year lifespan down to 80% original capacity those panels in Texas sun levels would make electrons for 1.3 cent per kWh for people who buy by pallet you can get that down to 3/10s of a cent per kWh.

The inverter needed can be had for 18 cents per watt of rated capacity with a 20 year warranty on the inverter the expected 10% attrition rate is 20 years active life. Sized to a 10,000 watt system that inverter feed by panels in Texas sun would cost 4/10 cent per kWh over it’s lifespan. No other form of flowing electrons is cheaper than this right to your wall plug.

Texas retail power is 13.4 cents per kilowatt hour right now today via ppwer2choose.org

Compare that to 1.3 cents plus 4/10. You could just buy power at night from the grid and run your meter backwards during the day if your RPP allows it if not set the inverter to no net export and your meter during the day doesn’t flow backwards.

Powerwalls work out to 15-18 cents per kWh LCOS that allows you to go off grid completely which for a prepper is priceless. Otherwise just buy grid power at night and laugh all the way to the bank during the day. Most Texas power use is during the day when the AC is sucking watts sure it runs at night but half as much as noon heat on the roofline...which is now shaded by said panels as well.


10 posted on 09/30/2025 7:38:41 AM PDT by GenXPolymath
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To: MtnClimber

Trump is indeed removing the U.S. government from the “renewable” energy business, which I heartily agree with.

However, his approach to the oil and gas business is not nearly as laissez-faire as the article would have you believe. He is allowing a market-distorting cartel to have unfettered access to US consumer markets. Basically, Trump is throwing in with OPEC to keep U.S. oil and gas prices artificially low because he believes low gasoline prices are key to his economic platform.

He is imposing tariffs on steel, manufactured goods and all sorts of other products, ostensibly to protect U.S. industry. However, there is no corresponding protection being offered to U.S. oil and gas producers. Domestic producers are being forced to lay off workers and shut down operations because we cannot compete with foreign cartel prices.

This is a huge mistake. Conventional energy sources are among the most important strategic assets our country holds, and to intentionally allow the domestic industry to be decimated in favor of OPEC is foolhardy. The issue is particularly apparent in the world of small independent innovators who are finding it nearly impossible to raise capital for new projects.

My opinion anyway.


11 posted on 09/30/2025 7:39:34 AM PDT by con-surf-ative
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To: MtnClimber

Trump is indeed removing the U.S. government from the “renewable” energy business, which I heartily agree with.

However, his approach to the oil and gas business is not nearly as laissez-faire as the article would have you believe. He is allowing a market-distorting cartel to have unfettered access to US consumer markets. Basically, Trump is throwing in with OPEC to keep U.S. oil and gas prices artificially low because he believes low gasoline prices are key to his economic platform.

He is imposing tariffs on steel, manufactured goods and all sorts of other products, ostensibly to protect U.S. industry. However, there is no corresponding protection being offered to U.S. oil and gas producers. Domestic producers are being forced to lay off workers and shut down operations because we cannot compete with foreign cartel prices.

This is a huge mistake. Conventional energy sources are among the most important strategic assets our country holds, and to intentionally allow the domestic industry to be decimated in favor of OPEC is foolhardy. The issue is particularly apparent in the world of small independent innovators who are finding it nearly impossible to raise capital for new projects.

My opinion anyway.


12 posted on 09/30/2025 7:39:39 AM PDT by con-surf-ative
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To: texas booster

They’re also building more coal and nuclear plants than anyone. Like their new thorium reactor - https://www.technologyreview.com/2025/05/01/1115957/old-new-nuclear-technology/.


13 posted on 09/30/2025 7:45:40 AM PDT by 103198 (It's the metadata stupid...)
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To: con-surf-ative

Places like New England are going to need hydrocarbon energy for a long time.

We should not drain the US hydrocarbon fields dry in just a few decades.

I have proposed a 10% money export tax. That would provide a 10% margin for US hydrocarbon and solar cell producers.


14 posted on 09/30/2025 7:51:47 AM PDT by Brian Griffin
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To: MtnClimber

All the solar panel stuff is highly automated.

The US should be able to compete if it has 10% money export tax protection.


15 posted on 09/30/2025 7:54:05 AM PDT by Brian Griffin
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To: MtnClimber

“Clean energy manufacturing”

There is no such thing. The processes used in those solar panels and batteries are very toxic.

““The U.S. Is Forfeiting the Clean-Energy Race to China.””

Oil and coal are clean. China buys their energy to produce government mandated “clean” energy. Remember when everyone had to use those dim headache producing fluorescent bulbs to save the planet?

If we can keep the nation from the suicidal democrats we win, China loses.


16 posted on 09/30/2025 8:06:03 AM PDT by Organic Panic ('Was I molested. I think so' - Ashley Biden in response to her father joining her in the shower.)
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To: GenXPolymath
I agree 100% with your post on the costs of solar and/or battery storage being cheaper now and it can save the end consumer money in ideal situations (i.e. Texas sun = free power at times when heavy air conditioning use is needed, much like I have in Alabama with my solar).

And I do sell power to the grid but I get little for it, way less than what the utility sells power for. I'm not complaining. Intermittent power is not as valuable as constant power, even if I do tend to sell power at times the grid is in the most demand (hot Alabama summer days of everyone running A/C is when I get excess solar power from the sun). So my math on whether or not to get solar and, after I had it for a while I upgraded it, is based little on how much I get paid for it, but mainly based on how much I save by not buying as much power.

And your prepper comment is also spot on. There's real value in knowing that the left's warmageddon doomsday cult energy polices don't directly impact me.

But none of that is related to the main point of this article (if the grid can depend on solar/wind) and to China's movement in building coal and hydro plants .... while investing in solar and wind. That's completely unlike what the left has done here in the U.S. an in Europe. The left here shuts down hydrocarbon plants before solar/wind are good enough for the grid to depend on (if they ever will be good enough for the grid).

17 posted on 09/30/2025 8:12:19 AM PDT by Tell It Right (1 Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: GenXPolymath

“Tesla Powerwall+
Usable battery capacity 13.5 kWh
Price per kWh (estimated) $622–$962”

https://www.thisoldhouse.com/solar-alternative-energy/tesla-powerwall-cost

It would take ~six to ten thousand cycles (~20-30 years) for it to pay for itself.

Supersize water heaters. Have them on a thermostat timer cycle (130 degrees 10am to 4pm, 100 degrees otherwise). The highest water temperature I can tolerate is 103 degrees.

Cool your house as much as you can tolerate 11am to two hours before sunset.

Use bedroom air conditioners.


18 posted on 09/30/2025 8:12:54 AM PDT by Brian Griffin
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To: MtnClimber

Levy a solar energy product import tariff starting at 1% and going up by 1% per month.

The Chinese companies will relocate US product production to the USA in about two years, without a subsidy.


19 posted on 09/30/2025 8:22:43 AM PDT by Brian Griffin
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To: GenXPolymath

As for cooking, throw dinner in a covered dish into the oven before heading off to work.

When the sun gets strong enough around 10am, have the oven go to 140 degrees to kill off bacterial growth.

At say 3pm, have the oven go to cooking temperature.

When done cooking, have the oven use outside air exchange to bring down the oven temperate to 150 degrees. That could be done by running a pipe from the oven to a compatible range hood.


20 posted on 09/30/2025 8:46:26 AM PDT by Brian Griffin
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