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Good graphs and solid reasoning- much of which @denlillaapan ignores because it challenges his US Exceptionalist Libertarian hype and tribal bias.

China won the trade war in large part by producing bulk electricity supply and distribution at low cost via State Capitalism Central Planning feeding a mass scale of free enterprise producers and consumers - deal with it loser!

'J. Storrs Hall barely even mentions China in his book, and this is one of its biggest failings. We don’t have to think very hard about the hypothetical technological details of nuclear vs. solar; we can just watch what China does. China is ruthlessly focused on growing its economy, its manufacturing industries, and its geopolitical power; it is not swayed by hippie environmentalists. When coal was the cheapest power source, China burned as much as it could.

And yet now, China is building solar far faster than it’s building nuclear. Why? Because solar has, broadly speaking, won the technological race. Intermittency was the last big problem, and batteries have gotten good and cheap enough to make solar reliable. If this were not the case, China would not be transitioning its economy to solar power as rapidly as possible.

Why does American engineerism long for nuclear even after it’s clear it’s been surpassed (for most applications) by something even cheaper and better? My best guess is that this is a historical grudge. In the 70s and 80s, environmentalists told engineers they weren’t allowed to build nuclear power. A lot of engineers still chafe at being told what not to build, and some probably resent solar and batteries for being the things environmentalists told them to go build instead.

But this has resulted in a bunch of American engineers becoming trapped in a retrofuturistic daydream, unable to take advantage of the very real revolution in electric technology.'