未来新能源或将取代石油！美媒：美国押错了方向，中国选对了方向

Group 1 - The U.S. is attempting to monopolize global oil supply by targeting Venezuela's vast reserves, while China's oil imports are projected to decrease by 1.9% in 2024 [1] - The shift towards electric vehicles and renewable energy is fundamentally altering global energy consumption patterns, with Ethiopia halting fuel vehicle sales and China's EV market penetration surpassing 30% [3] - The U.S. strategy to control Venezuela's oil fields is seen as a desperate measure to monopolize supply before oil's terminal value approaches zero due to decarbonization trends led by emerging markets [3][5] Group 2 - China is establishing a new monetary settlement system based on solar panels and lithium batteries, which could undermine the petrodollar system [5] - The transition away from oil dependency may lead to intensified competition for metal resources, particularly lithium and cobalt, as the focus shifts from oil fields to mineral resources [5][7] - The U.S. may resort to aggressive tactics in South America and Africa to secure lithium resources, similar to its actions in Venezuela [7] Group 3 - The increasing share of renewable energy in the grid raises concerns about the stability of the electrical grid, especially during extreme weather or high demand [8] - A potential U.S. strategy to lower oil prices to $20 per barrel could significantly impact the cost structure of the renewable energy sector in China [8] - The future geopolitical landscape may involve conflicts over shipping routes for lithium and other critical minerals, as the U.S. faces challenges in selling its oil [10]