The war for oil in a world that is leaving it behind
The Stone Age didn’t end because the stones ran out. Oil’s age won’t end because oil runs out. And China, unlike Washington, has grasped this for at least a decade
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Energy
Global oil at risk—and China feels the pressure first
China faces one of its most serious energy security crises after the effective closure of the Strait of Hormuz, as escalating Middle East tensions disrupt a corridor vital to global oil flows
The energy transition and the new logic of power
Washington’s playbook for global dominance, built on controlling oil, is becoming obsolete. As China masters the new energy transition, America’s ability to exert pressure is diminishing, forcing a fundamental rethink of its power
The Dragon’s dry well: How a sanctioned oil shock could reshape China’s power
What if China’s sanctioned oil supply vanished overnight? This analysis examines a severe stress test on China energy security: a simultaneous halt of crude imports from Iran and Venezuela—and how Beijing might absorb the shock
The sun rises in the East: Decoding China’s fusion dominance
While the West was busy with endless committees and venture capital pitches, China was quietly building. Now, its pursuit of nuclear fusion threatens to upend the global order. This is China’s fusion dominance
Europe’s energy paradox: Paying Moscow while preaching morality
The European Union pays Moscow more money for Russian energy than it sends to Kyiv for military and economic aid. European hypocrisy has a specific price tag: €213 billion since February 2022
Europe’s energy reckoning: The eastward shift of Russian gas
As Europe grapples with escalating energy costs and ambitious net-zero targets, Russia’s strategic pivot eastward to China, solidified by discounted gas deals, reshapes global energy dynamics
Kabul’s Russian remedy
Afghanistan’s Taliban regime abruptly cancels a major energy contract with a Chinese firm, pivoting to Moscow for a new deal. This calculated manoeuvre reveals a sophisticated strategy to exploit great-power rivalry for its own survival
Tibetan currents: China’s grand hydro-play and regional power
China’s Yarlung Tsangpo dam project reshapes Asia’s energy and geopolitical balance, sparking environmental concerns, downstream tensions, and a high-stakes test of regional diplomacy in one of the world’s most sensitive river basins
China’s energy dominance rewrites global power rules
China’s electricity generation surged to 870 TWh in June 2025, setting records as coal reliance fell to historic lows—reshaping global energy power dynamics and challenging Western assumptions on technological leadership