China Is Already Pulling Ahead on the Next Energy Supply Chain

Low-emission hydrogen is quickly becoming the latest frontier for geoeconomic competition.

An aerial drone photo shows a wind power off-grid hydrogen production project at a hydrogen energy technology company in Liaoning Province, China, on July 30. November 10, 2025, 12:01 AM

While the United States pursues a vision of energy dominance that centers on hydrocarbons, China is inching toward dominating yet another future energy supply chain. Key technologies to produce low-emission hydrogen are quickly becoming one of the latest frontiers for geoeconomic competition, and the United States may yet again fall behind.

Often referred to as the “Swiss Army knife” of the energy transition, hydrogen is uniquely flexible. It can be

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