Comment by tcmart14
7 days ago
From my understanding, yea they still stand up coal fire plants because world demand for Chinese manufacturing and the energy demand it creates exceeds how fast they can build reactors. So they build coal fire with the intention to replace that capacity with renewables later. Been awhile since I looked, but China has like 30-some odd plans for nuclear reactor construction with quiet a few of them having already broken ground, but that was about 5 years ago.
World Bank said exports in 2024 were about 20% of China's GDP. AI said 30% of China's petrochemical usage is exported as embedded energy. You're right that it is useful to think in terms of marginal generation, where it is marginally used. But that is more difficult to measure than just making assumptions at the level of the economy.
No one forces them to increase manufacturing output. They do it to make money, just like everyone else.