E87: China's Energy Strategy, Taiwan, and US-China Relations with Samo Burja

In this episode, Samo Burja and Erik Torenberg discuss China's energy strategy and its broader geopolitical implications. Contrary to popular belief, China is not aggressively pursuing energy independence but remains reliant on imports despite significant domestic oil production. The conversation delves into China's geopolitical strategy, its military preparedness, and the potential consequences of a conflict over Taiwan. The episode also explores the broader implications of a potential U.S.-China industrial competition and the risks of a bipolar world. - This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected]. -- RECOMMENDED PODCAST: Complex Systems with Patrick McKenzie Patrick McKenzie (@patio11) talks to experts who understand the complicated but not unknowable systems we rely on. You might be surprised at how quickly Patrick and his guests can put you in the top 1% of understanding for stock trading, tech hiring, and more. Spotify: https://open.spotify.com/show/3Mos4VE3figVXleHDqfXOH Apple: https://podcasts.apple.com/us/podcast/complex-systems-with-patrick-mckenzie-patio11/id1753399812 - 🎙️ Second Opinion - A new podcast for health-tech insiders from Christina Farr of the Second Opinion newsletter. Join Christina Farr, Luba Greenwood, and Ash Zenooz every week as they challenge industry experts with tough questions about the best bets in health-tech. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1759267211 Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv — SPONSORS: Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝 https://Beehiiv.com and use code "MOZ" for 20% off your first three months 🌐 Ready to achieve your 2024 goals? Start learning a new language with Babbel in just three weeks. Enjoy app lessons, live classes, and podcasts designed for real-world conversations. Get up to 60% off at Babbel.com/torenberg --- REFERENCED ARTICLES: “China Isn’t Pursuing Energy Independence” https://brief.bismarckanalysis.com/p/china-isnt-pursuing-energy-independence --- LINKS: Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/ --- FOLLOW US ON X: @eriktorenberg (Erik) @samoburja (Samo) @turpentinemedia (Turpentine) --- TIMESTAMPS: (00:00) Introduction (01:46) China's Domestic Oil Production (03:00) Energy Independence and Geopolitical Strategy (04:00) Comparing US and China Energy Policies (05:13) China's Economic Logic Over Energy Security (06:09) China's Relationship with Iran and Russia (07:55) Modernizing China's Petrochemical Industry (08:33) Advising China on Resource Independence (16:13) Sponsors: beehiiv | Babbel (18:58) China's Strategic Priorities and War Likelihood (22:16) Western Brinksmanship and Misconceptions (29:29) The Role of Manufacturing in Modern Warfare (30:44) The Need for a Massive Industrial Base (33:30) Sponsors: Squad (34:54) China's Strategic Military Preparations (36:57) China's Oil and Resource Capabilities (40:11) The Taiwan Conflict: Economic and Military Implications (52:47) The Future of Global Power Dynamics