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We should be reaching peak coal real soon now:

https://www.iea.org/news/global-coal-demand-is-set-to-platea...

It’s really all up to China now, to build and sell as many EVs, batteries, and solar panels as they can. They have to crowd out fossil energy usage globally as a global clean energy manufacturing powerhouse.

They might have/choose to create batterie big enough to retrofit their diesel-electric haul truck first, to start at the beginning of the batteries supply chain. Not wanting to sound defeatist but that's not the easiest part.

https://theicct.org/publication/ze-mhdv-market-china-2024-ma...

https://www.reuters.com/business/energy/half-chinas-heavy-tr...

https://electrek.co/2025/05/18/autonomous-electric-haul-truc...

I cannot overstate how much battery manufacturing capacity China is building.

https://about.bnef.com/blog/china-already-makes-as-many-batt...

Wow that’s interesting indeed. Thanks for the links.

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