China is betting big on electrification—and rightly so. But electrification only works if one generates more affordable electricity, not less. From 2000 to 2025, China’s electricity generation grew nearly 8-fold, from 1,356 TWh to roughly 10,583 TWh. In the same period, Germany’s generation fell about 12% (569 → ~500 TWh). The UK’s declined from 377 TWh to ~292 TWh.
How exactly do Germany and the UK plan to electrify transport, heating, and industry while producing less electricity? Rationing? Import dependence? Demand destruction?
NVIDIA analyst sentiment just hit -2.6σ, the most bearish on record. Four weeks ago, the narrative was "AI supercycle." Now it's "dot-com bubble." Bitcoin sells off with risk assets, but it bounces when liquidity comes back, usually before earnings do. Extreme bearishness often signals the end of selling, not the start.
Source: ki_young_ju (X)
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