If all vehicles in the US were electric US total Electricity demand would rise from about 4,000 TWh to only 4,800 TWh. That’s it. And this is exactly why the U.S. risks losing both the trade war and the AI race to China.
China is going all-in on electrification, and that alone gives it a massive efficiency edge. Layer on top the fact that renewables and batteries keep getting cheaper every year, and the advantage compounds exponentially.
Take heavy equipment as an example: a Caterpillar machine might cost $10 million, while the Chinese electric equivalent is just one-fifth the price and burns only a third of the energy. That’s already nearly half the cost compared to diesel or gas-powered machines before you even count lower maintenance and fuel savings.
The math is simple: electric wins. And renewable compound the victory
China is going all-in on electrification, and that alone gives it a massive efficiency edge. Layer on top the fact that renewables and batteries keep getting cheaper every year, and the advantage compounds exponentially.
Take heavy equipment as an example: a Caterpillar machine might cost $10 million, while the Chinese electric equivalent is just one-fifth the price and burns only a third of the energy. That’s already nearly half the cost compared to diesel or gas-powered machines before you even count lower maintenance and fuel savings.
The math is simple: electric wins. And renewable compound the victory