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Graham Allison Profile picture
@GrahamTAllison
Jul 23 • 8 tweets • 2 min read • Read on X
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1/ Who Is Powering The World’s Green Future?
2/ In 2021, I published an essay titled: Will America’s Green Future Be Red? It predicted that the world’s ambitious clean energy transition would be driven by China. Specifically, it stated my bet that for the next decade and as far beyond as any eye can see, the leading manufacturer, exporter, and user of green technologies would be China.

bostonglobe.com/2021/10/29/opi…
3/ Every indicator since then has only strengthened the case for that bet.
4/ See this week’s Wall Street Journal article highlighting China’s essential monopoly over a critical item for renewable energy: energy storage batteries.

wsj.com/business/energ…
5/ Who is the No. 1 supplier of battery cells? Answer: China.
6/ Who are the top 10 suppliers of battery cells? Answer: Chinese companies. Chinese companies supply 90% of the battery storage systems installed on the planet—including in the US. Image
7/ Five years ago, China had 4GW of battery storage capacity. Today, it has 150GW. That is 3 times more than No. 2—which is the US. Image
8/ Looking ahead, in the US, AI data center developers are facing a rising tide of resistance to increasing demands for electricity. In contrast, China has announced plans to double its energy storage capacity to 300GW in the next 4 years and has mandated that 80% of the electricity powering new data centers come from renewables.

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More from @GrahamTAllison

Graham Allison Profile picture
Jul 20
1/ Whose Economic Growth is the Weakest?
2/ In a Google search on “underperforming economy,” China ranks No. 1.
3/ What press stories on China’s underperformance fail to ask is: compared to whom?
Read 9 tweets
Graham Allison Profile picture
Jul 17
1/ As the 2026 World AI Conference opens in Shanghai today, to set the stage for China’s President Xi Jinping’s address that will feature China as the champion of AI for the world, one of China’s AI companies—Moonshot—released a Moon Shock.
2/ See this morning’s @Axios “1 big thing.” In its headline: “China AI surges, rivalry intensifies.” axios.com/2026/07/17/chi…
3/ @Axios notes that Moonshot’s Kimi K3 “dazzled developers, jolted Silicon Valley and reset the AI race overnight.”
Read 7 tweets
Graham Allison Profile picture
Jul 16
1/ Who is the “key enabler” of Russia’s war in Ukraine?
2/ According to the EU’s chief diplomat @kajakallas: China. As she put it in a Q&A last year: “China is the key enabler of Russia's war.”

eeas.europa.eu/eeas/ukraine-p…
3/ The question she failed to address is: who is the “key enabler” of Ukraine’s war with Russia? Who is the key supplier of the critical parts for Ukraine’s drones that Zelensky now hails as Ukraine’s best hope for peace?
Read 6 tweets
Graham Allison Profile picture
Jul 10
1/ China Challenge: Believe It or Not*

China’s Property Market
2/ Which Chinese asset market has posted negative returns over the last 20 years—a period of unmatched meteoric Chinese economic and business growth?
3/ Answer: property. As of this month, China’s property market has erased nearly 20 years of appreciation (inflation adjusted). That means Chinese real estate investors would have made a better return over the last 20 years stuffing cash under their mattress. Most importantly, at the height of the bubble about 70% of Chinese household wealth was concentrated in real estate.Image
Read 6 tweets
Graham Allison Profile picture
Jul 9
1/ The Stand-Out Stocks Of The Century
2/ Over the last century, the greatest engine of growth in individuals’ wealth has been the American stock market.
3/ Since 1926, the value of American stocks has increased by $91 trillion (remember how much is a trillion!).

nytimes.com/2026/06/26/bus…
Read 8 tweets
Graham Allison Profile picture
Jul 2
1/ Three key questions from last months Lowy Institute poll on Australian public opinion. poll.lowyinstitute.org
2/ Whom do Australians see as their most important relationship?

Answer: China
3/ What percent of Australians trust the US to act responsibly in the world?

Answer: 31%—only 3% more than trust China to act responsibly.
Read 4 tweets

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