How China sees the global energy competition
June 14, 2024To a greater degree than the US, China treats energy not only as a matter of security but also a competitive domain. For Beijing, energy is not merely a question of security: having sufficient energy supplies to meet demand. It is also a contested realm: one in and through which to project power, acquire leverage, and exact concessions.
Competing for Fuel: Benchmarking the US-China Energy Competition
June 14, 2024Both the US and China acknowledge that energy shapes global economic development and security – and, accordingly, assess their national power based on their energy status. This report seeks to assess the current US-China competitive playing field in the energy domain, benchmarking US and Chinese standing in the field.
The Week That’s Done: China’s battery glut, US steelmaking
August 19, 2023A slowing Chinese economy could worsen its battery overcapacity problem and derail battery projects abroad. Meanwhile, Russia steps up its grains war, consolidation looms for US steelmaking, and Japan’s GDP booms. Plus: Texas grid troubles.
The Week That’s Done: February 19
February 19, 2023Ford and CATL are teaming up to build a EV battery factory in the US, and it's a new lightning rod for the US-China competition. Europe's gas dilemma remains while the US reasserts itself as the global oil price maker. Plus, another week of a mixed bag of economic data, and US fund manager VanEck might be getting cold feet on China.
Geothermal Energy Can Help Reduce Reliance on Imported Fossil Fuels
November 22, 2022America’s dependence on foreign oil is clearly an increasing security and economic issue. The solution cannot simply be domestic fossil fuel production. Greater focus on renewable energy is necessary, but solar and wind energy both face practical challenges. A third alternative is right beneath our feet: Geothermal ground source energy.