China is building so fast it won’t matter. They destroy 1M barrels a day in global oil consumption for every 24 months they build EVs at current production rates (which continue to increase), for example. ~25% of global light vehicle sales are EVs as of 2025, ~50% in China (the largest auto global auto market). The world is approaching 1TW/year of global solar PV deployment. Solar and storage are the cheapest form of generation, and will only continue to decline in cost.

Consider it a case study in governance failure. The US' failure is China's opportunity, and they appear to be taking it.

Ember Energy: China Cleantech Exports Data Explorer - https://ember-energy.org/data/china-cleantech-exports-data-e... - (updated monthly)

Our World In Data: Tracking global data on electric vehicles - https://ourworldindata.org/electric-car-sales (updated annually)

Ember Energy: The EV leapfrog – how emerging markets are driving a global EV boom - https://ember-energy.org/latest-insights/the-ev-leapfrog-how... - December 16th, 2025

Ember Energy: Over a quarter of new cars sold so far this year are electric as emerging markets reshape the global EV race - https://ember-energy.org/latest-updates/over-a-quarter-of-ne... - December 16th, 2025

Ember Energy: Solar electricity every hour of every day is here and it changes everything - https://ember-energy.org/latest-insights/solar-electricity-e... - June 21st, 2025

The World Hit ‘Peak’ Gas-Powered Vehicle Sales — in 2017 - https://www.bloomberg.com/news/articles/2024-01-30/world-hit... | https://archive.today/p2hl1 - January 30th, 2024

https://news.ycombinator.com/item?id=46544375 (citations)

https://news.ycombinator.com/item?id=46423660 (citations)

Trump revokes landmark ruling that greenhouse gases endanger public health