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zbb

Junior Member
Registered Member
How can the people entrusted to teach and educate the next generation be so stupid?
It wasn't the teachers. It was the cafeteria cooks who saw some tiktok videos on colored dough figures and thought it would be fun to make it for their school's kids.

What kind of people would be working in a random elementary school in Gansu? Certainly not anyone with above average intelligence.
Gansu has the lowest GDP per capita among all Chinese provinces. People working as cafeteria cooks in Gansu likely grew up in extreme rural poverty.

I was just travelling in Yunnan earlier this month, another one of China's poorer provinces, though still much better than Gansu in terms of GDP per capita. In Lijiang, we hired a 35 year old local Naxi woman as our private driver/guide for a day. She drove us around in her fancy EV (fancy by American standards) and she was constantly on her phone/wechat with other drivers/guides to coordinate pick-ups/drop-offs and get updates on traffic and crowd conditions to optimize our sightseeing route in real time. When we complemented her on how good she was as a driver/guide, she deflected by saying she doesn't know anything or know how to do anything (什么都不懂,什么都不会), was terrified of travelling (outside Lijiang) herself, and had a lot of difficulties functioning in modern life. It turns out this woman driving the fancy EV was born in a mountain village that had neither electricity nor road access when she was young. Men in her village used to work in 走马帮 ("walking horse gangs" carrying cargo on horse and human backs, the only way of getting anything in and out of the area on mountain trails as there were no vehicle accessible roads) while women all just tended the fields and homes. Both of her parents are illiterate. She attended school for a few years but really only learned how to speak Mandarin in her late 20s after she started to work in tourism. She got married at 16, lost her first pregnancy/child at 17, and has sons aged 17 and 15 (as a 35 year old!). I could easily imagine someone like her not knowing the difference between paint pigments and food coloring, but that is not a reflection of her intelligence.
 
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zyklon

Junior Member
Registered Member
Going forward, we can see that batteries are driving American natgas peakers out of business.
That price dynamic is even more pronounced in China, given higher natgas prices and lower battery costs in China. So I don't expect to see any natgas peakers built in the future.

What type of battery is the current go-to standard for domestic BESS projects in China?

What does CAPEX per MW of storage capacity look like?

The TAR has less than 4 million people. 300 TWh of electricity would be enough for Taiwan (24 Mn) or the UK (68 Mn) for example.

So I would expect the TAR to be a huge net exporter of electricity, once the hydro plants are ready.

Did not know that the population of Tibet Autonomous Region is only ~3.6 million. Ran some very, very rough numbers after a bottle of Malbec at dinner, so not liable for inaccuracies . . .

It appears — in no small part due to 西藏's relatively sparse population and by extension relatively limited GDP — that this hydropower project could very plausibly surge the region's annual economic output by a double digit percentage through exporting electricity to other provinces.

Unsurprising once you consider that 2023 regional GDP was a paltry ~$32 billion USD, which is a fraction of this project's CAPEX of $139+ billion USD (one trillion plus RMB).

Don't need to know how to build discounted cash flows to recognize what a reasonable annual return for an investment this momentous needs to look like.

Given how much electricity demand will come from AI data centers, it makes zero sense to sell any electricity to India. None. This will be sent east into China.

Electricity exports to other provinces should net a significant sum representing a percentage of regional GDP hitting the teens.

Not at all a bad way to further economically integrate 西藏 with the rest of the nation. A very humane, if not generous strategy for thoroughly deterring separatism.
 

AssassinsMace

Lieutenant General


This problem will never be taken seriously because Westerners are so guilty of it. There's an international child sex industry going on of mostly Western men trading advice and giving tips with other molesters on where to go around the world to exploit children. Every now and then someone, maybe a politician, will bring it up but then everyone realizes how guilty the West is and then it goes away to be forgotten.
 
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