Columbia Energy Exchange

America’s Energy Race Against China

9 snips
Sep 3, 2024
China is tightening its grip on global clean energy supply chains, raising alarms about U.S. security and resilience. The rise of a new Cold War sparks debates on whether to decouple from China. Discussions delve into cybersecurity threats against U.S. energy infrastructure and the implications of Taiwan in geopolitical tensions. U.S. policies for diversifying supply chains and fostering domestic manufacturing are highlighted, alongside recommendations for enhancing energy security amidst rising competition.
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ANECDOTE

Dmitri's Cybersecurity Origins

  • Dmitri Alperovitch's father, a nuclear physicist, inspired his cybersecurity career.
  • They started an encryption software company together during Dmitri's high school years.
INSIGHT

IP Theft Fuels Innovation

  • Chinese IP theft, like the Soviets' Manhattan Project infiltration, accelerates their development, not hinders it.
  • This theft has boosted China's EV sector, making their cars comparable or superior to Western models.
INSIGHT

Balancing Competing Interests

  • Concerns about IP theft and US firm competitiveness exist alongside the desire for cheap, rapidly deployed clean energy.
  • Many companies and the Obama administration prioritized engagement and innovation over responding to Chinese IP theft.
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