# content
🧵 #climate #geopolitics

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#Canada, #Russia, #Norway, and #China have a bit of a problem.

Canada, Russia, and Norway depend a LOT on exporting #oil

China exports a lot of everything, especially, #solar #batteries #EV

Chinese #population is shrinking and they seem to be frugal folks, which means domestic economy is going nowhere including #construction #realestate

Canada, Russia, and Norway are, essentially, on a collision course with China (#oil Vs #EV)

What to do?