Ausblick: In der kommenden Energieschwemme wird Solarenergie LNG in den Schatten stellen

> Beijing and Washington are betting on opposite energy futures. The International Energy Agency’s latest World Energy Outlook shows each country building massive energy export capacity: China in solar panels and batteries, the US in LNG terminals. Even as global demand grows, the world doesn’t need them both.

> The LNG industry is ramping up supply; export capacity is set to rise 50% to 2030. The US is leading the charge, accounting for more than half the buildout. The country will add as much capacity in the next five years as it built in the previous decade. Even the IEA asks pointedly: Where will it all go?

> The overcapacity story doesn’t stop at LNG. The IEA report also highlights the “surplus capacity” of solar and battery manufacturers, most of which is in China. Solar PV manufacturing capacity runs at twice the current global demand; battery capacity runs at three times. China alone has enough solar manufacturing capacity today to meet total global demand through 2030, even under the IEA’s most ambitious net-zero scenario.

I think China won already.