China's Massive Water Win, AI Explosion, Energy Dominance, March 29.
China: world's largest water network, 8x more electricity than America, leads clinical trials, controls tungsten, sells 140 trillion AI tokens daily—more than anybody—opens first Barbecue University
Science, Technology & Innovation
China now operates the world’s largest water infrastructure system, covering 80.3% of its land with 95,000 reservoirs and 1 trillion cubic meters (TCM) of storage capacity.
China’s first approved vascular robot reduces cerebral angiography time by 29%.
In 2025 America added just 3GW of electrical capacity, which constrained data center construction. China added 234 GW.
Top US coding platform built on a Chinese open model base penetrates two-thirds of the Fortune 500. Chinese models are the base layer that others build on.
China’s daily AI token usage surged past 140 trillion in March 2026 — 1,000x higher than early 2024 — making it the clear global leader in AI inference volume.
China installs more wind and solar and makes a majority of our goods. Nearly everything we’ll touch was partially made in China yet, per capita, we emit more CO₂.
Nuclear Fusion’s DeepSeek Moment? China’s hottest fusion founder talks.
A silicon quantum chip executes a full set of error-detecting logical operations for the first, a key step towards building reliable quantum computers.
Economy, Industry & Finance
Maritime insurance industry shifts from London to China: Hong Kong now writes insurance coverage for ships from Mainland China and Hong Kong.
How China Avoids Soaring Global Oil Prices.
Among universities’ 1.3 million patents, Beijing found 680,000 commercializable
and found 460,000 companies to move innovations from lab to market.
First ‘Barbecue University’ opens for enrollment amid national emphasis on vocational education and alternative career routes.
The domestic AI toy market reached $4 billion in 2025, up 18% YoY, en route to $60 billion by 2030, 40% of which will be Chinese.
Stunning 9.7 MT of REE discovered, plus 27 MT of fluorite, 37 MT of baryte and 51,455 tonnes of antimony in Gansu.
In 2010, China accounted for less than 8% of global clinical trials; by 2020, it had surpassed the US.
China’s airlines add 3,000 flights to Europe as Russia access pays dividends.
Governance & Society
25-year-old women in China are taller than 25 year-old American woman.
15th 5-Year Plan: quantum, fusion, brain-computer interfaces, 6G, and embodied AI to become a“moderately developed country” like Finland by 2035.
Harnessing Rivers for National Prosperity, Public Wellbeing. New Era River Strategy.
Multi billion dollar long-term care insurance: long-term disabled will always be covered regardless of finances and your employer will help more, too.
Geopolitics
UK blocks China wind turbine project on ‘national security’ amid tense business climate.
How China helps Cuba: 92 solar parks (49 complete) lifting solar from 5.8% to 20%; 10,000 homes with 2,000 MW of solar by 2028.
How long can China last releasing a million barrels of oil reserves a day? Chill. Four years.
Two years ago more than half of Chinese opposed unifying China and Taiwan by military force. By 2025, 38% supported forced unification under some circumstances.
Iraq’s oil money is still flowing through the US Treasury, but with the strait blocked, Iraq must price it in Yuan.
As Middle East conflict drains Amrica’s military, diplomatic and financial resources, capital, industry and trade are seeking the next best option, China.
Beijing’s 2030 Moon schedule looks increasingly plausible. NASA’s 2028 landing would be a miracle: too much untested, too many unresolved dependencies.
Yao Yang: three shifts I saw in the U.S. and in China-U.S. relations. The top economist’s reflections on his returns from visits to California and Hawaii.
TikTok a national security case? By constructing a narrative of China infringing upon US sovereignty by controlling commercial companies operating in the US and aligning with the legal characterization of a “Foreign Adversary”.
Defense & Military Technology
China’s ban on exports of refined REEs is biting hard..’Hundreds’ of F-35s lack radars.
Software simulates scramjet engine’s combustion in supersonic airflow in just one week, a task would take a supercomputer years.
Japan set to send combat troops to Philippine exercises. In many respects, Japanese culture resembles Zionism: they are either at your feet or at your throat.
Germany steps up Indo-Pacific push, eyeing visiting-forces pact with Japan.
Japan to downgrade description of China ties; move shows right-wing shift, risks eroding dialogue-based order in Asia.
Hu Bo: AI and the future of sea power: maritime strategist says it could transform strategic contests at sea for militaries able to absorb it institutionally.
USN’ Seawolf-class was the pinnacle in submarine dessign so costly only three were built. China’s new Type 095 goes head-to-head with it—at 20% of the cost.
“If the US becomes entangled in a prolonged war of attrition in the Middle East, it will inevitably weaken the strategic resources it can devote to other regions.”
Every missile fired over Iran consumes irreplaceable tungsten. Replacing 509,500 rounds of gun ammunition = 4,000 kg of tungsten, whose price is at 90-year highs after Chinese export controls slashed exports 40% YoY.