

It’s a bit hard to believe, but the vast majority of China’s manufacturing is consumed in China. They’re actually not that export oriented compared to other countries like Germany or Japan, it’s just the scale that makes them such an export juggernaut. The flip side of this is that most of the energy use is also actually China’s own energy use.
And China’s energy use is increasing simply because its people are getting richer and consuming more. Based on this, I don’t think China is the main concern. There are lots more developing countries that will likewise use more energy as they develop. China’s green transition seems to be going full tilt, but I’m not sure those other countries can transition as quickly.
I’m curious whether Deepseek will gaf about this. They’ve been rather uninterested in commercialization, and the app is mainly a way of showing off their model, which itself is released open-weights. In fact, it’s literally impossible to spend money in the app! They sell tokens but it’s API-only, and you can’t spend it in the app.
So it’s entirely possible the Deepseek will shrug, let their app be banned in Germany, and keep doing what they’re doing.