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China’s Advantage In The Electricity Wars (But Don’t Count Out The US Yet!)

by Jing Sima, Chief Strategist   Roukaya Ibrahim, Chief Strategist   Matt Gertken, Co-Head of GeoMacro  

China holds a structural advantage in this "Age of Electricity" by operating the world's largest electricity system. However, this advantage has inherent limits, and the US remains competitive despite its challenges.

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