You cannot buy a new gas turbine until 2030. Order books at GE, Siemens, and Mitsubishi stretch to 2029. Turbine prices have nearly tripled since 2019. Every AI data center needs power and every gas plant needs a turbine. And every turbine has one part that bottlenecks the entire industry: The blade. It has to survive in gas 500°C above the melting point of the metal it's made from and spin at up to 20,000 RPM under 10,000 g of centrifugal force. Each blade is grown as a single crystal of nickel superalloy, pulled through a vacuum furnace at 3 mm per minute. A set of blades costs $600,000 and takes 90 weeks to grow. The same metallurgy powers modern jet engines. Only 3 companies on Earth can build one. China spent $42 billion trying to catch up. They bought a Russian fighter engine, took it apart, and copied every part. Their copy ran 30 hours between overhauls versus 400 for the original. Modern Western engines run 4,000. You can reverse engineer the shape of a turbine blade. You cannot reverse engineer 60 years of metallurgy.
China gave the world COVID. Then the Chinese Communist Party directed hackers to steal American COVID research while we were fighting the pandemic.
Yesterday, one of those hackers was extradited to the U.S. to face charges. He’s also linked to a Chinese state-backed group that compromised nearly 13,000 U.S. organizations.
This is one arrest, but China has thousands of hackers on its payroll. Worth remembering as we’re negotiating deals with the same government that did this.
China steals what it can’t build — fighter jet designs, cancer drug formulas, and now AI. If we don’t make them pay for that theft, we risk handing the Chinese Communist Party the most powerful technology edge in history.
We shouldn’t give our tech away either. Selling China our most advanced chips only helps them win.
@Rainmaker1973 China is a socialist country. They develop and progress for the benefit of the general public, not for the small group of capitalists and oligarchs. US is in the terminal stage of the extreme capitalism. Extracting the maximum profit from the general public is the only goal.
@JavierBlas@EIAgov That number may be still an underestimate. China maintains strategic reserves for every important commodity, e.g., their grains/meat reserves are so large that China can ensure no famine for its entire population even if not a single grain is produced for an entire year.
CHART OF THE DAY: The size of the 🇨🇳 Chinese strategic petroleum reserve is mind blowing: larger than 🇺🇸 US + 🇯🇵 Japan + the whole of 🇪🇺 Western Europe combined.
Via @EIAgov — more: eia.gov/todayinenergy/…
@SenTomCotton In a hot war, US could be squashed like an ant. Only hard industry capacities/technologies count. Much of the bloated GDP of the US from finance/insurance etc is useless. You could raise your military budget to 10 trillion $, but your war capacity will remain little increase.
Communist China illegally seizing Taiwan would gravely threaten our national security and plunge the entire world into economic depression.
Congress must pass President Trump’s $1.5 trillion military budget to deter this threat.
First Indian business delegation to visit China in 5+ years just wrapped up in Shanghai.
Focus: EVs. Clean energy. Supply chains.
The thaw is real. 🇨🇳🇮🇳 #ChinaIndia#PHDCCI
@Tracking_Live F22 will be shot down by J20 from a far distance...J20 win in radar, sensors, missiles and info processing. F22 is totally outdated: like comparing an old Siemens cellphone with a Huawei Mate 60.
U.S.A.F F-22 Raptor and PLAAF J-20 Might Dragon🇺🇸🇨🇳
Both are 5th-gen, Stealth, and one of the finest aircrafts in the world currently, thoughts on this?
@TheEconomist After looking at the US performance in the current war, I have to see US as the only near peer competitor to China. China could wipe out all US carriers in their ports in any place if there is a need.
"India has replaced China as the largest manufacturer of smartphones for the US in just four years. The latest iPhone in your pocket was made in India. They are doing the kind of high-precision manufacturing that people said only China could do," says Fareed Zakaria
@Reuters With a big surplus of us dollars from exporting industrial products, it is China's national strategy to import as much natural resources as possible, saving domestic oil, timber, coal when possible. China likely intentionally limits its oil production over the years.
China, the world's top oil importer, succeeded in a seven-year campaign to boost its own production, achieving a record high last year with aggressive drilling at ageing fields, an offshore boom and nascent shale oil output reut.rs/40IXq6j
@ChhinaArmy In other words, China can provide effective security guarantee to the GCC states...very much like Pakistan is covered by a Chinese security umbrella against a much larger and belligerent India.
Shipbuilding in the United States has been in shambles due to decades of shortsighted policies and neglect. Today, the U.S. rolls out about three large cargo ships a year while China does around 1,000. The Trump administration has called this a national security crisis. Sunday.
BREAKING: China has shown displeasure with Iran after reports leak about the poor performance of its most hyped military equipment in ongoing war. Beijing had supplied 3 HQ-9B air defense systems to Iran, destroyed by U.S. forces within hours, hurting future Chinese arms exports.
@astraiaintel Real GDP of China is way higher than that of EU. China produces more in almost everything...more cars, ships, trains, petrochemicals, way more steels and electricity, more and better fighter jets/battleships/missiles, more grains, meats, vegetables...
@ErrorGramatica Your plane is flying at a similar speed in the opposite direction, so your observed 747 speed (~1200 mph) is twice the actual speed of the 747 (~600 mph).
@TmarketL Self-claim most powerful...maybe true a decade ago...likely outdated...tech iterations are far slower than that of Chinese navy, in radar, in missile, in info warfare, in laser, on and on
I have just spoken with Iranian President Massoud Pezeshkian.
I called on him to put an immediate end to the unacceptable attacks Iran is carrying out against countries in the region, whether directly or through proxies, including in Lebanon and Iraq. I reminded him that France is acting within a strictly defensive framework aimed at protecting its interests, its regional partners, and freedom of navigation, and that it is unacceptable for our country to be targeted.
The unchecked escalation we are witnessing is plunging the entire region into chaos, with major consequences today and for the years to come. The people of Iran, like those across the region, are paying the price.
Only a new political and security framework can ensure peace and security for all. Such a framework must guarantee that Iran never acquires nuclear weapons, while also addressing the threats posed by its ballistic missile programme and its destabilising activities regionally and internationally.
Freedom of navigation in the Strait of Hormuz must be restored as soon as possible.
I also urged the Iranian President to allow Cécile Kohler and Jacques Paris to return safely to France as soon as possible. Their ordeal has gone on for far too long, and they belong with their loved ones.
@DerekJGrossman Looking at the lousy performance of the US military facing Iran, Singapore would be wiser to distance itself from the US. Against China in east Asia, US won't have any opportunity even if China tights one hand in the back.
I’m now in Singapore, and I just can’t stop thinking about the uncomfortable parallels between here and Dubai. Both are very modern and considered business and tourism friendly. But both are in dangerous neighborhoods, along strategic choke points, whether the Strait of Hormuz or Strait of Malacca. Whoever controls these channels is of utmost importance during crisis or war. Meanwhile, Iran retaliated against UAE for its US military support, and I can’t guarantee China while invading Taiwan wouldn’t do the same against Singapore for its logistical and maintenance support of US military assets.