The New York Times reports:

As the war in Iran threatens to choke off oil and gas supplies from the Persian Gulf, China is seizing the moment to extend its dominance in wind power.

Across China, hilltops are dotted with wind turbines, and long rows of them span many miles in western deserts. Ultrahigh-voltage power lines carry electricity thousands of miles to the energy-hungry factories along China’s coast.

Last year, China installed three times as much wind power capacity as the rest of the world combined, even as its turbine exports jumped. The global industry’s center of gravity has shifted decisively: All of the world’s six largest wind turbine manufacturers are Chinese, displacing once-dominant European firms and companies like General Electric.

The war has made China’s investments in wind look prescient. Its Asian neighbors, long reliant on Middle Eastern oil and gas, are struggling to secure fuel supplies. Meanwhile, China, with its massive reserves and modern electric grid, is better positioned to weather the energy crisis.

The contrast with the United States is stark. Under President Trump, energy policy has swung back toward oil and natural gas. In the past six weeks, the Trump administration has moved to spend nearly $2 billion reimbursing energy companies for abandoning plans to build offshore wind farms. This week, a leading renewable energy group said the administration has stalled more than 150 wind farm projects by delaying military reviews once considered routine.

The United States, the world’s largest producer of oil and natural gas, has the luxury of relying on fossil fuels. China, the largest importer, does not. It is moving to reduce its exposure, motivated by concerns over national security, economic stability and climate change. [Continue reading…]