Comment by hollerith
6 months ago
I wonder if most of the 4.2% rise is AI training and inference.
Maybe China is in an economic slowdown, so its economy cannot afford to buy as much coal from Australia and petroleum from the Gulf as it used to.
6 months ago
I wonder if most of the 4.2% rise is AI training and inference.
Maybe China is in an economic slowdown, so its economy cannot afford to buy as much coal from Australia and petroleum from the Gulf as it used to.
The article implies the Chinese reduction is due to widespread solar rollout:
> International Energy Agency (IEA) figures show Chinese coal consumption falling 2.6% in the first half of the year, largely due to a boom in solar that saw the country add 92 gigawatts of capacity—that’s 92 billion watts—in a single month in May, compared to all-time U.S. installations of 134 GW.
There are 4 roughly equivalent components to America's increase in energy use:
- population & GDP growth - increased A/C usage - AI/bitcoin/data centers
Or, hear me out, they don’t need to buy as much since they are producing more electricity themselves with their renewables.
That is possible, too.