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ENERGY TRANSITION

Advanced energy control room displaying global energy flows, grid performance data, and real-time system analytics on large digital screens

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

Aerial view of a large concentrated solar power field with mirrors arranged in circular formation in Dunhuang, China

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

View from the deck of a large oil tanker sailing across the deep blue ocean under clear skies

Tiger Cubs roar while China’s oil appetite wanes

China’s oil demand plateau triggers seismic shifts in global tanker trades as India and Southeast Asian Tiger Cubs emerge as the new powerhouses driving petroleum consumption growth worldwide