Summary: Amid tariffs and the anticipation of dramatic shifts in trading between the U.S. and China, it is important to appreciate the role of energy in strategic competition. Energy is fundamental to China’s manufacturing prowess and overcapacity. Debate among analysts and pundits about tariffs is rife, but the fact that the U.S. receives cheap products from China is not debatable. The rest of the world worries that if the U.S. does not take all these products, from solar panels to dolls, then it will receive them.

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