Posted on 05/07/2026 6:33:48 AM PDT by MtnClimber
Two articles from the New York Times in the past couple of days describe the widening divergence between the approaches taken by the U.S. and China on the subject of wind energy. I apologize that these pieces are behind the Times’s paywall, but remember that I subscribe there so that you don’t have to.
On Monday (May 4) the article was about the status of wind energy development in the U.S., with the headline “More Than 150 Wind Projects Stall as Pentagon Delays Reviews.” Tuesday’s (May 5) piece covered the same subject in China, headline “China’s Big Bet on Wind Power Is Paying Off.”
These articles once again illustrate the extent to which the U.S. and its people are uniquely blessed in the world. Our biggest blessing is that we have been bequeathed by our forebears with the freest economy in the world, and with structural obstacles that make it very difficult for politicians to undo that. But almost as big a blessing is the total incompetence of our geo-political adversaries.
The May 4 piece about the U.S. reports on the latest gambit by the Trump administration to shut down wind power development. The asserted basis is national security, and particularly the alleged interference of wind turbines with military radars and flight paths. Excerpt:
The Trump administration is blocking more than 150 onshore wind farms across the United States by delaying military reviews that were once considered routine, according to a leading industry trade group. . . . [T]he administration has held up a large number of onshore wind projects under development on private land, citing national security concerns. These wind farms typically have to undergo a review by the Pentagon before being built to ensure that their turbines won’t interfere with military radar or flight paths. In the past, those reviews have been fairly straightforward, but they have ground to a halt in recent weeks, and the Pentagon has canceled some meetings with developers. “The Department of War is currently making it almost impossible to build a new wind project in the United States,” said Jason Grumet, chief executive of the American Clean Power Association, which represents renewable energy companies.
I do not know the extent to which the asserted basis for restricting wind power development is real versus pretextual. On the other hand, I would not be surprised at all to learn that wind turbines have at least some negative effects on military radars and flight paths. And evaluation of the extent of a real national security concern is something uniquely within the President’s responsiblities, with the courts having little power to second guess. Meanwhile, these 100+ wind turbine projects, if they have been undertaken in time to qualify for tax credits that have now been terminated for newer projects, have the potential to cost the taxpayers hundreds of billions of dollars over the next couple of decades, for nothing of any value. The administration has done us all a huge favor by preventing these projects from proceeding.
Needless to say, the Times, and Mr. Grumet of the ACPA, don’t see it that way:
The stalled projects together would have about 30 gigawatts of electric generating capacity if they were built, Mr. Grumet said. One gigawatt can provide enough electricity for more than 300,000 homes, although wind turbines can’t produce power at all hours.
Somehow the Times and Mr. Grumet don’t see it as a significant problem that wind turbines only work about 30-35% of the time. You may have a different view as to your own home or business.
Then we come to yesterday’s piece about how China’s big bet on wind power is, supposedly, “paying off.” How do we know that? Excerpt:
Across China, hilltops are dotted with wind turbines, and long rows of them span many miles in western deserts. Ultrahigh-voltage power lines carry electricity thousands of miles to the energy-hungry factories along China’s coast. Last year, China installed three times as much wind power capacity as the rest of the world combined, even as its turbine exports jumped. The global industry’s center of gravity has shifted decisively: All of the world’s six largest wind turbine manufacturers are Chinese, displacing once-dominant European firms and companies like General Electric. The war has made China’s investments in wind look prescient. Its Asian neighbors, long reliant on Middle Eastern oil and gas, are struggling to secure fuel supplies. Meanwhile, China, with its massive reserves and modern electric grid, is better positioned to weather the energy crisis.
OK, they have wind turbines all over the place. There are several pictures accompanying the article depicting huge and hideous wind farms in China. Here is one of them:
But how do you know that these wind farms are “paying off”? Sorry, but there is no such thing as “massive reserves” of wind power. The wind blows when it feels like blowing.
So are all these wind turbines creating wealth or destroying it? In a market economy like ours, you get the answer to that question from profitability. If a project makes a profit after paying for factor inputs at prices determined by markets, then you have an excellent indication that the project is creating wealth. If the project loses money or requires subsidies to get built or to continue to operate, then you know that it is destroying wealth. So, how about the China wind projects? From the Times:
An industrial policy of subsidies and import restrictions laid the foundations for China to become almost as dominant in wind turbines as in solar panels. . . . Chinese manufacturers, led by Envision Energy, are also gaining ground in India. Buoyed by tax incentives and government support, the country vies with the United States as the world’s second-largest wind market, after China. . . . China’s state-owned banks keep the renminbi weak against the euro, making Chinese wind turbines less expensive abroad.
So the industry has grown massive based on “tax incentives,” “government support” [i.e., subsidies], “import restrictions,” and currency manipulation. In other words, they have no way to measure whether they are creating or destroying wealth. However, since the “incentives” and subsidies are apparently necessary for the industry to survive, the odds that the industry is creating wealth are nil.
This article does not mention anything about China’s parallel and massive expansion of its coal power plant fleet over the past two decades, nor does it consider the question of why all those coal power plants are needed even though all this wind power capacity has been built. China is building two full overlapping and duplicative electricity generation systems, one of which works all the time and the other of which does not. Somebody has to pay for both of them. You can hide who’s paying be concealing the cost in subsidies and tax incentives, but that does not change the fact that somebody is paying. So how does this add up to the wind turbines “paying off”?
The article does provide the answer to why China might be spending billions on this uneconomic endeavor. Xi wants it!
“Energy is a strategic issue in development — our pioneering development of wind power and solar technology has proved to be forward-looking,” Xi Jinping, China’s top leader, said in late March. . . . In a speech in July, Mr. Xi urged China to “promote the orderly and well-regulated expansion of offshore wind power.”
It looks like Xi is no better at doing basic arithmetic or physics than the morons who are in charge of climate policy here in New York. And in China, nobody dares to speak up and contradict Xi, no matter how obviously wrong he may be.
As I said, the U.S. is blessed by the total incompetence of its geo-political adversaries.
The article takes note of the fact that nobody in China is pushing back against the wind power expansion, despite obvious downsides:
The push has faced little public resistance because of strong government backing. Even though local residents complain, they have little power to stop projects from moving forward. “The noise from these turbines is quite loud,” said Wang Cuifen, who lives on a small farm outside Yancheng, near the base of towering turbines in a tidal zone. “They run nonstop from around 4 p.m. to 4 a.m., and it affects our rest.”
There’s nothing like a government that has no need to respond to complaints from the population. In the view of the New York Times, this is a good thing.
So, dear readers, you can place your bets on whether it is the U.S. or China that is making the right bet on the future of wind energy. My bet is that within about a decade, China will be taking multi hundreds of billions of dollars, if not trillions of dollars, of write-offs on its wind energy investments. Or, given that this is China and no loss of face for the leaders is ever allowed, it will be propping the industry up with ever increasing subsidies as its economy gets eaten away from within.
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Manhattan Contrarian ping
Can’t we let the market decide?
Given the energy squeeze from the Iran War, the best answer is an energy policy that focuses on abundance from all sources of power generation.
With all of the useless wind coming off the college campii, I think we need to get back to fossil fuels.
Nuclear and what type of tech it unlocks. Wind and solar are feasible as large scale and dependent. We will learn the hard way.
I don’t see wind being economical along the east coast of the USA.
The wind is too variable in speed and location.
As for solar, my appliances, water heater and AC systems have no coordinating means to work with solar panels.
Micro nukes. Lots of them.
One cam cook the 'recyclable' blades using lots of energy and the "pollutant" CO2, and probably expect "the government" at some level to pay for the enterprise....
Wind turbine blade recycling picks up speed c&en, 3 October 2024
Wind turbines are like Strippers.
They quit working when you stop throwing money at them.
THAT is a quotable quote! Kudos!
I'll take the bet on the U.S.
EXCELLENT!
This Small Modular Reactor movement with reactors built on assembly lines and shipped to a site is going to pick up speed. It baffles me why people don’t seem to get this at all.
China is also building a bunch of nukes - more than the rest of the world combined!
Their energy policy is “all of the above”, a winning strategy.
Simple ‘fix’: All (scheduled) ‘mandates’+ MUST be implemented via govt for guinea-pig testing
“{X} power is the wave of the future”
- All govt blds. MUST rely upon {X} wind 100% by 2027 (disconnect ‘em from the grid)
Let ‘em walk the walk.
not feasible...
All that being said China does not have the natural resources WE have here in North America. Meaning they have to import almost all their petroleum products. They also do not have much natural gas. They do have coal, but it is not nearly as good of quality as the coal here in the USA or elsewhere like Australia or Malaysia.
China has some big rivers that they have dammed. Like the Three Gorges dam.
China has also built a lot of huge solar arrays to generate electricity.
My point is China has to make choices in generating power by multiple means. They do not have 250 years worth of Methane that they can pump out of the ground in Asia. We do.
They also have to import oil. We don't as much.
So, maybe the reason they are building all these wind turbines and solar arrays is that they don't have a choice to power their country.
In Communist China, a country with little to no known or exploitable oil reserves to speak of, wind and solar power are great for them. (snicker)
The government can just take money and pour it into wind and solar projects.
Nobody complains.
If it is unreliable and doesn’t supply power, they can build coal power plants.
Nobody complains.
If the things break down, they fudge the books to show it didn’t. Palms are greased. Customers have brownouts and blackouts.
Nobody complains.
If it looks like crap and kills birds it makes no difference.
Nobody complains.
If people say they don’t want to live near them, their Social Credit Score is decreased, they are ineligible for well paying jobs, or they are thrown in prison.
Nobody complains.
It is the perfect solution for them, where there is no market to decide. The CCP decides!
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