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Thomas Ricker
China vs US, clean energy edition.

The US is rich with oil and gas so that’s how the Trump administration sees the world. China, lacking those same resources, now dominates solar and battery production. The New York Times explores the winners and losers of these competing strategies, but I think you can guess which country is best positioned to capitalize on future demand.

Note: Data is from 2023, the most recent year available.
Note: Data is from 2023, the most recent year available.
Source: UN Comtrade.
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