On the fossil fuel side, you need to buy many times per year, every year. Each one of those buy events is an opportunity for an external party for stop your economy.
The renewable buy cycle is harder for an external party to interrupt.
edit: This is vastly over-simplified, but I hope my understanding reflects reality at least somewhat.
When that incentive disappears, as it will, what then? There is no way in hell the middle east can defend against Iranian aggression without other people doing it for them. And it's not just the middle east. The consequences of isolationism will lower enormously. Why won't rich countries just lock the border and dig in?
We're not even that far removed from finding out what will happen, it's only about 7 years away. I'd love some early warning though.
The reason we have Iran with an insane government and all the princes and total lack of democracy is BECAUSE of all the interference due to oil.
America and before it Britain and the colonial powers just walked in there and stole everything and so now the region is divided into countries that were soccuessfully captured (Qatar etc) and countries that threw us out (Iran).
If oil wasn’t as important it might be chaos for a while though because this dictatorships are propped up expressly so they can sell us cheap oil.
Now that I think of it, maybe the economic fallout from AI and the oil economic devastation will be widespread fraud, just so people can survive.
Lean more on them as you solve the supply chain issue.
No need to make a mountain out of a molehill.
So they won't be made in the EU, since nobody wants to make concessions here. Solar panels have the same problem as oil and mining: they will destroy nature somewhere, otherwise it doesn't work.
https://blog.ucs.org/charlie-hoffs/how-are-solar-panels-made...
Crystalline silicon solar panels have about 95% market share, and "By weight, the typical crystalline silicon solar panel is made of about 76% glass, 10% plastic polymer, 8% aluminum, 5% silicon, 1% copper, and less than 0.1% silver and other metals."
Everything that is manufactured is made out of atoms, and you can say that any manufacturing requires some nature destruction in the aggregate. But solar electricity requires far less mining and natural despoilation than fossil-fueled electricity.
So solar panels are classified as hazardous waste.
Not if most of the necessary resources are mined elsewhere and most of the actual devices (such as solar panels) are manufactured elsewhere too.
The best you can say is that in such situation, no one can cause you a problem overnight, but on a longer time horizon, they absolutely can.
All solvable, all better than just running out of oil, but I wouldn't call the situation "independence", just "having a better buffer".
Now of course that's not the whole picture, but if push came to shove, the US could achieve energy independence (at least technologically, if not poitically).
The oil can be sold today profitably at today’s market rate.
If there stopped being from the outside competition for the oil, wouldn’t that roughly balance out stopping the supply of oil from the outside?
In the short run, yes. In the long run you’d fuck up the economies of scale and profit incentives.
For these to collapse, I believe we would need the international market for US oil specifically to be substantially larger than the entire domestic market for any oil. Is that true?
You just need U.S. producers to be insulated from international competition.
The current situation is such that if China and the US decide to sanction any third party at the same time (be it India or the EU or Russia or Saudi or whoever), the targeted party will suffer like hell.
Sure, as of 2026, this sort of coordinated action between current Chinese and American leaders seems unlikely. But leaders change. Sometimes in the most unlikely way.
I will concede your point on heavier aircraft, though.
Imagine a world where the railroad, for some reason, is still stuck with steam engines and black coal. Everything else moved on, but they cannot, thus keeping the mines open etc. Very uncomfortable and far from optimal.
I kinda wonder if that's temporary, until defensive countermeasures catch up (like something like a CIWS for a tank, but smaller and with a shotgun).
Or rather, was. Neither the Russians nor the Ukrainians, operating diverse tanks on the bases of different doctrines, managed to do much breaking with them. The battlefield of today is just too different and much more hostile to anything that moves in the open and is big and slow enough to get hit.
It's been an issue since WW2 that there's very little oil on the European continent. That's why Germany planned to seize Azerbaijan in the first place.
It turns out that if you aren't deluded by culture war superficialities, energy efficiency is an advantage on the battlefield. Presumably this Prius on treads is confusing to chickenhawks who conflate "Likes" on Facebook and Instagram with military supremacy.
(as posted elsewhere, this was a critical problem for Nazi Germany!)
Not to mention that such an investment is wasted capital. Change is accelerating and that energy infrastructure would need to be realistically dismantled in fairly short order.