Assaad Razzouk@AssaadRazzouk
What this latest fossil fuel war proves is that China’s strategy to become the world’s 1st Electrostate was, in hindsight, the ultimate realpolitik move and a masterstroke of strategic planning
The scale is staggering:
>China’s electricity consumption exceeds that of the EU, Russia, India, and Japan put TOGETHER
>China's electricity use is up 7.7x since 2000
>30% of China's final energy is already electric: US/EU have stalled at ~20% for a decade while China surged from 5%
>China's wind and solar = 50% of installed capacity by end of 2026
>China plowed $800b into the transition in 2025 alone (35% of the global total)
>China's "New Three", EVs, batteries and solar, generated $1.9 trillion in value in 2024 alone - about the GDP of Australia
China is winning the race for energy supremacy