Self-sufficiency is a myth. Even if you wanted to try and be energy independent, for the short and medium term (and maybe longer, who knows?) you will be dependent on China and all the baggage that they bring because of their dominance of rare earth mineral processing. Need a new solar panel? Don't make a certain country mad (whether that's your local Ayatollah or CCP official).
And that's just energy. What about pharmaceuticals? Financial markets? Who protects your shipping lanes? Who builds your semiconductors? Where do those factories get their energy from?
I support the diversity of energy sources because they all have strengths and weaknesses. We've got to figure out climate change. But we also can't have, even if you want to somehow "move off of oil" a single country run by lunatics who can decide whenever they don't get their way that they get to seize 20% of the global oil supply. We can't have China dominating rare earth processing either. For some others it may be a reliance on American military technology.
There is a huge difference between buying a solar panel once and having it generate energy for the next 30 years vs. buying a barrel of oil now and consuming it by next week.
It's the same difference as buying a house now and owning it until it collapses vs. renting a house and being at the mercy of your landlord, or buying a piece of shrink-wrapped software and using it for the next 18 years vs. renting a SaaS subscription that provides a different product next month.
> buying a piece of shrink-wrapped software and using it for the next 18 years
I'm wondering how that works. I have written software that was still being used, 25 years later, but it was pretty much a "Ship of Theseus," by then.
Old hardware or emulation of old operating systems on new hardware.
Quite common on old industrial machinery and other capital equipment like lab equipment. San Francisco BART for example has to scrounge eBay for old motherboards that still allow DMA to parallel ports via southbridge because it’s too expensive to validate a new design for controllers.
I have a G5 with a bunch of old boxed software that runs as well as it did the day I bought it. And an Xbox 360 with the same. Not everything has to keep up with the times.
I remember visiting a doctor, about ten years ago (so well into the 21st Century). His laptop was an old one, running NT.
The software they would buy, cost tens of thousands of dollars, and they couldn’t afford to keep upgrading (or the original vendor went belly-up).
Not all software can be sufficiently insulated from external changes, but almost all software I care about can be. My normal update cadence is every 2-3 years, and that's only because of a quirk in my package manager making it annoying for shiny new tools to coexist with tools requiring old dependencies. The most important software I use hasn't changed in a decade (i.e., those updates were no-ops), save for me updating some configurations and user scripts once in awhile. I imagine that if I were older the 18yr effective-update-cycle would happen naturally as well.
My gut reaction is that the software you're describing relies heavily on external integrations. Is that correct?
The software that I wrote was a device communication SDK, written in C. It abstracted the hardware/link stuff, and presented a common API.
Basically, a driver. Pretty involved one.
There's someone who posted on HN yesterday about running Kubuntu on the same PC for 18 years:
https://news.ycombinator.com/item?id=47502310
He had upgrades, but I was running Kubuntu about 20 years ago, still have a bunch of Red Hat and Mandrake ISOs from the early 2000s, and can confirm they still work.
Beside, on the rate earth materials, it just happen that China is able to exploit it cheaply but other countries also have access to them and could very well exploit.
> other countries also have access to them and could very well exploit.
only in your wet day dreams.
let's just look at Gallium which is arguably one of the most critical for defence. to produce 100 tons of Gallium, which counts for 10% of the global supply each year, you have to have 200 million tons of Alumina capabilities. "other countries" won't be able to do it, as they don't have affordable electricity and skilled workers to make the Alumina business itself profitable. how they are going to use or sell those Alumina? to absorb loss of 2 million tons of Alumina for each 1 ton produced Gallium, "other countries" will have to lift their Gallium prices to stupid level.
that is assuming Chinese choose not to fight back on the Alumina front - they control 60% of Alumina production worldwide, they can just flood the global market with cheap Alumina to bankrupt your Gallium production.
remember - 2 million tons of Alumina for 1 ton of Gallium.
Well I am referring about rare materials for battery, energy storage, solar panel because the discussion was about that.
I don't know about defense needs, could be true, but I guess they are much less important in volume that the other. You may be able to store them in case of disruption.
Gallium is of course crucial for modern solar panels, it is also becoming increasingly important in batteries as well.
Well in the case of gallium, I see that we have extremely efficient recycling capabilities. Around 90% recovery.
It doesn’t solve the production issue, but there are ways to counter that dépendance over china.
>It's the same difference as buying a house now and owning it until it collapses vs. renting a house and being at the mercy of your landlord,
I always take issue with the expression "buying a house now" when you actually mean "pay a mortgage for a house now". With a mortgage, you are at the mercy of the bank and whatever contract you signed. With a rent tenancy, you are at the mercy of the landlord and whatever contract you signed. A landlord will wake up tomorrow and tell you to leave, you have some notice period. Your fixed period deal ends and you can only get a deal that triples your rate.
It's like when people say that self-employed people have no boss, your customer becomes your boss. And you always have one. Everyone that exchanges services/products for money has one.
For some people "buying a house now" actually does mean "buying a house now, with cash". My mom bought her last house with cash - she just rolled over the money from the sale of my childhood home, which they paid off in the 80s. I needed a mortgage for mine, but now that I have it I'm clinging to my 2.75% rate, it's less than I can make with basically every other investment. In Silicon Valley it's not uncommon for people to buy houses (even $4-6M ones) with cash because they're sitting on an 8-figure exit.
Even besides that, there is a dramatic difference between a typical (U.S.) mortgage that locks your payments for 30 years, and a month-to-month rental where your rent can go up next month. It's the same difference as buying a solar panel that fixes your costs for 30 years vs. paying whatever electricity rates the local utility charges this month.
(And there is also a dramatic difference between having 1 boss vs. 10 clients vs. 1000 customers vs. 3 billion users. The amount you can ignore any one of them goes up exponentially, and the risk that they will all stop paying you goes down correspondingly.)
"For some people", yes nowadays, it's for wealthy people only unless it's a house in the middle of nowhere.
In a tenancy, your rent can go up but most decent countries have legal restrictions in regards to how many increases you can do in a period of time and by how much you can increase it at any given time, and gives tenants legal tools to contest it if needed. And you still get the freedom to move to a different city without losing money. Here, most people don't do anywhere near 30 year mortgages so maybe that's more of a US thing.
In an ideal world, businesses would have customers that are all equally valuable. But in the real world, many businesses have a few customers that account for most of the revenue and the rest of the customers. Those few customers become your boss and they indirectly dictate significant parts of your business because an average customer not spending as much will be ok but a major customer not spending as much will get you sweating and looking at your cashflow.
The oil products are needed by many industrial processes.
My secret suspicion is that Trump knew of Israel's attack on the Qatar/Iran natural gas in advance.
If the Persian Gulf is closed for a long period, shale oil in North America will do very well.
Israel also has new natural gas reserves that will be in high demand.
Is the loss of market share of the Persian Gulf nations an unintended side effect?
Full solarization will not eliminate our need for fossil fuels. But it would reduce it so dramatically as to render our current market unrecognizable.
> Self-sufficiency is a myth
Self sufficiency exists on a spectrum. On the idiot end is autarky, which only works to keep a small group in power at the cost of national weakness. On the other end is a lack of stockpiles and domestic production that essentially negates sovereighty.
A country running a solar grid with EVs can withstand more economic shocks for longer than one importing oil. And while mining metals is geographically limited, making solar panels and batteries and cars is not.
> Need a new solar panel?
Recycle one of your old ones. You don't burn solar panels to make energy.*
I think people are still stuck in the fossil fuel mindset. I've started calling it gas brain.
* What happens if China stops selling you panels while you embark on electrification? Nothing. You already have enough electricity from your existing sources (presumably) so you just pause the PV rollout until they wise up. And other countries are starting to get into PV manufacturing. Exhibit A: https://solarmagazine.com/2025/08/india-solar-supply-chain-f... So you can always just buy from someone else.
I don't think they said it will give you self-sufficiency, rather that it removes one (important) dimension of dependency.
It doesn't though, it's the illusion of removing of a dependency which is rather dangerous. You're not only swapping one dependency for another in this specific case, but you're ignoring the rest of the global economy and its own dependencies and how they affect you.
You're swapping a dependency which hits very quickly if disturbed, for one that would take a much longer time to manifest.
When Russia invades Ukraine or Iran cuts the straight of Ormuz energy prize go up instantly, chocking the entire world economy in the course of a few weeks. Even if China stops exporting rare earths, it would take years before it affects the energy market.
It's absolutely incomparable.
Cuba is a good example by the way: a country can survive for decades while being cut from most technology import due to sanctions, but if you cut its access to oil, it becomes dirty real quick. And because Cuba has been stuck in the middle of the 20th century, it's actually much less dependent on energy than most developed or even developing countries.
> You're swapping a dependency which hits very quickly if disturbed, for one that would take a much longer time to manifest.
That's not the entire point. You still rely on global supply chains. Those semiconductors in your MacBook Pro are made in Taiwan - many steps (perhaps most) in that supply chain to go from raw material to MacBook Pro, or EV, or fresh produce rely on oil. When Iran holds 20% of the world's oil supply hostage then prices go up for you too. Even if you are 100% renewables you are still dependent on oil for your economy.
Even the renewable power grid relies on fossil fuels for maintenance and service, many parts and components are built using materials made from oil (hello plastic), &c.
Nobody said that a modern economy can be completely independent, but that doesn't mean all levels and types of dependency are equal.
Right: My body will never be able to survive without taking in elements from the outside, but I'd rather have an interrupted supply of calcium than an interrupted supply of oxygen!
A country that goes all in renewable is in a stronger positon. UK power grid doesn't give a fuck about this war.
Sure China. But unless they send in an army to retreive previously sold panels, or block the sun they can only harm future increases to supply.
> A country that goes all in renewable is in a stronger position.
Depends on the country.
> UK power grid doesn't give a fuck about this war.
Power grid =/= economy. You're missing the point. Rising prices affect the United Kingdom economy even if it was fully run on renewables. The ships bringing products to the country don't run on renewables, the cars mostly don't, your fighter jets don't, your fertilizer doesn't. &c.
It's important to not be dogmatic and be practical about this stuff. Every country on the planet needs and utilizes oil and gas and that will remain true for the foreseeable future because of globalized supply chains.
> Sure China. But unless they send in an army to retreive previously sold panels, or block the sun they can only harm future increases to supply.
Which, in the case of a war with the US would be true because the UK will be involved and sided with the US and/or certainly assumed to be by China. (This is indisputable). So sure you build up those panels, but then you see a war and now you lose access to those materials and if it isn't solved in the near term you have to switch all of your energy back to fossil fuels. No new EVs during the war, for example.
It is a sliding scale though. Having more renewables in the mix seems better than fewer. But indeed no one is immune to global trade and higher global prices.
Or wait 20 years for the panels to degrade...
Two things
1. It’s closer to 50 years, and even a partially degraded panel will work, just with less output
2. Even if we say 20 years, that means that you only need to buy panels once every 20 years! Not continuously. A complete and total interruption of solar panel production lasting 4 years will only mildly interrupt current output. How long can we last with a total disruption to oil supply chains?
The long operating life of a solar panel compared to a barrel of oil is a selling point when it comes to self-sufficiency. With 20 years of warning, any country that pretends to be a globally-relevant power can get itself to the point of producing acceptable solar panels if its survival depends on it.
More than enough time to stand up a domestic PV industry.
Swiss measurement of 30 year old panels showed 20% degradation.
All of the material in those panels is still there. You can break them down and build new panels out of their parts.
Eh, an operational dependency that immediately raises costs across your entire economy, across all geographies, all industries, within a couple days of disruption is very different from these more strategic dependencies.
The key would be to simply not ignore all the other dimensions of dependency.
Oil is disposable, solar panels are not. If you have solar, and then piss off the CCP to the point where they attempt to stop you from acquiring more of it, you don't lose the solar you already have. Those solar panels will continue generating energy for years, if not decades, afterwards.
It's also important to note that the US also produces oil[0]. There are some quirks of the market and refineries that make it difficult to consume our own oil, but we could potentially build more domestic processing. The real problem is that pesky global market that puts costs on the state's ambitions for power. To put it bluntly, American oil is expensive. We can survive an oil crisis iff we are willing to pay astronomical prices at the pump; but if we are doing this assuming we can just enjoy cheap gas while the world burns, we are going to get a rude awakening.
Think about it this way: buying your energy in the form of oil is like exclusively using streaming services for your entertainment needs. It's cheap, easy, convenient - until the plug gets pulled and it suddenly stops being those things. Buying solar is like buying physical media - you have to pay up front and it's more of a hassle to get started, but it can't be turned off on a whim.
[0] It also used to produce rare earths, too. The mines closed down because they were too expensive to operate - not because rare earths are actually rare.