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Deep research on advanced technology, capital markets, cities and infrastructure, risk and resilience, state capacity, and strategic competition.
China and America are competing for the last mile.
At A Glance The United States and China have taken divergent paths to energy independence. While the U.S. has leaned heavily on domestic shale production and market-driven innovation, China has prioritized state-led investment in renewables and strategic control over global supply chains. Global and domestic energy markets are being shaped by geopolitical calculation. These strategic considerations influence everything from production levels and trade routes to investment dec
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