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Jan 6
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Mike Lee's avatar

Thank you so much for this thoughtful comment — you've zeroed in on exactly what I was hoping readers would sit with. The power asymmetry piece is the quiet engine of the whole scenario: we tend to assume clean energy is inherently democratizing, but infrastructure is infrastructure. Whoever builds it, owns it, controls it.

And you're right that China's current position in the battery and solar supply chain makes this feel uncomfortably close to present tense. I wanted Tian Gao's sections to feel inevitable rather than villainous — that's often how these shifts happen. Not with fanfare, just with leverage.

Really appreciate you reading and engaging so deeply with it. 🙏