Gulf crisis to strengthen, not weaken, China’s industrial edge

Geopolitical crises rarely produce only short-term economic shocks. More often they reshape how governments think about long-term economic security and industrial resilience. A serious disruption in the Persian Gulf could therefore have consequences far beyond temporary oil price spikes.

When such instability coincides with the rapid expansion of artificial intelligence-driven economies, policymakers are forced to reconsider how their industries will be powered in the future. In a world increasingly defined by electricity-intensive technologies, China’s ability to supply large, reliable and affordable power systems will gain a strategic advantage.

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