Thoughts on the renewables boom?

So I think it's becoming clear that wrt solar, batteries,EVs etc, we're witnessing the dawning of full-scale industrial revolution in China, and I'm interested what people think the impact of this will be? Seems undeniable to me at this point that the disruption is going to be at least comparable in scale to the internet, but what form will it take? Who will be the winners and losers? Effort posts encouraged!