China is about to dominate the supply chain for non-energy alternatives to oil and gas
Electric vehicle purchases, solar panel installations, windmills going up...as the Third Persian Gulf War degenerates into a tit-for-tat blockade of the Strait of Hormuz, increased use of renewable energy seems to be a panacea. That is, until you dig a little deeper and realize that the oil and natural gas stuck behind the Strait are not just for energy use. Petroleum is the raw material for everything from the fertilizers to feed our crops to the helium that is indispensable to manufacturing semiconductors. Electricity can transport us, but cannot put food and information technology on our tables.