Group 1 - The core viewpoint is that the real battleground in the US-China rivalry is not just in high-tech sectors like chips and manufacturing, but primarily in energy, where the US aims to keep China's industrial system in a state of high cost, risk, and uncertainty through a long-term strategy [1][9] - Energy issues are not merely about resource scarcity but revolve around pricing power, as China is the largest industrial nation yet also one of the largest energy importers, creating structural challenges due to geographical and resource constraints [3][9] - The US strategy towards Venezuela and Iran is not ideologically driven but focuses on these countries' significance for China's energy security, aiming to create political instability and maintain low efficiency and sanctions to control oil supply and prices [5][9] Group 2 - The US avoids direct confrontation with China due to the high costs and uncontrollable outcomes, preferring energy warfare which is less costly and can be disguised as market behavior, while still exerting significant pressure on China [7][12] - China's main weakness lies in its energy structure, facing long-term structural pressures compared to the US and Russia, which are energy exporters and super suppliers respectively, indicating that energy will be a stable and ongoing front in the US-China rivalry [9][11] - The energy war is seen as the beginning of a broader conflict, with implications for trade routes, settlement systems, alliances, and domestic resilience, suggesting that US actions, while appearing scattered, are strategically unified [12][13]
美国真正要卡中国的,不是芯片,而是能源这把慢刀
Sou Hu Cai Jing·2026-01-07 13:52