Comment Re: I'm going to have to tell you (Score 1) 84
The best intel I got was from David Roberts "Volts" podcast, where he had on a genuine "China Expert" who has reported full-time on their business news for a long time. That guy pointed out that you can't get anything done in most provinces without appeasing the 'boss' of that province, generally the actual political head.
And a lot of those guys own coal mines, so you can't get your solar project approved without also putting in a coal plant. A lot of the power plants are solar with coal "backup", and a lot of those are barely turned on - just a few months of winter, say.
So, yes, they "build a coal plant every week" but at low capacity factors, so the coal usage can actually go down.
The metallurgical use is expected to decline sharply in the 2030s, even if no better process is found, simply because their building boom is over and a lot of it was for rebar.