China's electrification will end its dependence on Strait of Malacca oil
Casey Handmer · Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea · Oct 28, 2025 · at 29:42
Casey Handmer argues that China's aggressive solar and electrification rollout undermines Western maritime oil blockade leverage.
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“Do you think by 2035 China is still going to be as dependent on oil through the Strait of Malacca? I don't. At the rate that they're deploying right now, they could cut off that supply if they needed to.”
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