dr Cassandra Nojdh skrev: ↑torsdag 11 juni 2026 6:38
Enceladus skrev: ↑onsdag 10 juni 2026 10:36
Kommunistdiktaturer låter marknaden styra bränslepriserna medan så kallade marknadsekonomier låter politikerna göra det. Är inte Kinas modell effektivare?
Ja, den kinesiska elfordons
marknaden -
dirigerad av kommunistpartiet - har vuxit över alla bräddar. Så kan man också göra i en diktatur.
Trump’s Iran war has propelled China’s cleantech industry
Financial Times skrev:At Sany, one of China’s top producers of electric trucks, executives also pointed to a more than 70 per cent year-on-year increase in industry-wide sales since the war started. The company said that with diesel prices high, electric trucks can recoup their extra purchase cost within 12 to 14 months.
“We have to thank Trump. He created an opportunity for us,” Huang Tie, deputy general manager of the group’s truck manufacturing unit, told the FT.
[...]
While much near-term demand growth is being fuelled by power for AI, Beveridge pointed out that “China is driving electrification across all major industry verticals”. He noted that in shipping, for example, more than 70 per cent of new vessel orders in China are dual-fuel — with batteries as backup.
Nja, transportsektorns elektrifiering drivs numera av marknadskrafter. Internationella energirådet publicerade nyligen en rapport om den
avgörande priskvoten:
IEA skrev:To make electrification cost-competitive, electricity prices need to fall below a threshold ratio relative to the price of fossil fuels. Because most electrification options are several times more efficient than conventional alternatives, they can be cheaper to operate than conventional fuel-based technologies even when electricity costs more per unit of energy than the fuel they replace – i.e. a ratio greater than one.
EU countries today face very different price ratios. These differences are driven by historical choices in energy system design, energy taxation, and natural resources. They differ not only between countries, but also within them, as subsidies, taxes, and grid connection fees can vary substantially between industrial and household consumers. Averaging across these users, countries with lower price ratios typically see higher rates of electrification and per capita electricity demand.
There is no single energy price ratio at which electrification technologies become cost competitive. The breakeven point depends on the end-use application, as well as a host of other regional factors, including local climates, consumer behaviour, finance costs, and baseline energy prices. Countries with higher heating requirements and higher vehicle mileages see electrical technologies become competitive at higher price ratios, because the upfront costs of electrical technologies are offset by their lower operating costs if they have higher utilisation rates. Electric vehicles and high-temperature industrial heat need lower price ratios (usually between 1 and 2) to become cost-competitive compared with buildings and low-temperature industrial heat (usually between 2 and 3.5).
Skatten på el måste vara mycket högre än på olja och gas för att fossila bränslen ska kunna konkurrera. EU verkar
äntligen ha insett hur dumt det är att el har högre skatt än gas. Att rätta till detta skulle vara Schröders
värsta mardröm. Sedan behöver vissa länder börja
avveckla sin gaskraft för att elen ska bli billigare.
Svenska politiker borde tvärtom välkomna högre oljepriser som driver på transportsektorns elektrifiering. Som kineserna säger, "we have to thank Trump".
