Energy

China and the Iran War Oil Shock That Wasn’t

a five-million-barrel mystery

Jul 29 • Jordan Schneider and Phoebe Chow

“Eastern Data, Western Compute” is Fake

China promised to move its data centers west. Now it’s backtracking.

Jul 10 • Irene Zhang and Nick Corvino

Taiwan's War on Renewables

The Political Economy of Energy Poverty

Jul 1 • Lily Ottinger, Aqib Zakaria, and Angelica Oung

Transmission Dominance with Chinese Characteristics

Comparing the US and China Transmission Buildout

Jun 21

Yes, Transformers Are a Problem...

But so are converters, inverters, and MMCs!

Jun 20

All In On Fusion

China's commitment to build

Apr 22 • Caleb Harding

Why Geothermal Failed in China

And is there still potential?

Mar 31 • Lily Ottinger

Fusion's DeepSeek Moment?

China's hottest fusion founder talks

Mar 26 • Caleb Harding

China and Taiwan on Venezuela

"The Chinese radar's quality makes you think they bought it on Pinduoduo."

Jan 7 • Nick Corvino

Energy: How to Build Compute in America

Why geothermal is so hot right now

Mar 17, 2025 • Jordan Schneider and Lily Ottinger

Gridlocked: Transformer Shortage Choking US Supply Chains

If Trump wants to build, he needs an industrial policy for transformers

Feb 11, 2025 • Lily Ottinger and Caleb Harding

Fixing Critical Minerals in America

A strategic reserve, you know you want one...

Oct 7, 2024 • Jordan Schneider and Lily Ottinger

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts