Nations pursue distinct energy and technology strategies based on their initial resource endowments: the US leveraged oil and gas abundance to achieve energy independence and now seeks compute dominance, while China built industrial scale through coal and aggressive renewable expansion to achieve AI sovereignty.
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Oil and gas revolutions.
Fracking and horizontal drilling transform America from an import dependent nations to an energy exporters.
Today, the United States produce about 14 million barrel of crude oil per day, more than any other nation in the world.
The natural gas already generates over four But America did not stop with a set.
It is now investing in advanced nuclear, deep geothermal, large-scale renewables, grid-scale storage, and generations of our energy technology.
And not surprisingly, compute has now become the next control layer.
Chips, clouds, and AI models no longer just commercial assets.
They are the factories of a national intelligence.
The conversations between the US government and the leading technology companies in the US are no longer just business conversations.
They are strategic negotiations about controlling the technology infrastructure of the future.
China reached the same conclusions through a different route.
It did not have America's shell oil and gas advantage.
So, it built a different architectures of a self-reliance.
Coal remained its base load backbone for electricity, chemicals, industrial feedstocks, and a strategic import substitutions.
At the same time, China executed one of the most aggressive renewable energy build-outs in a human history.
Even though coal accounts for about 60% of our China electricity generations, clean power has risen sharply.
In 2025, China installed a record 440 gigawatts of wind and solar capacity.
This was a staggering 64% of all global additions in 2025.
On the digital side, China recognized early that AI leadership cannot depend on foreign chips, foreign platforms, or a foreign models.
Despite export controls, it has made artificial intelligence a national objective and is building the infrastructure to deliver it.
America built energy abundance and now seek compute dominance.
China built industrial scale and now seeks AI sovereignty.
Energy
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