The geopolitical implications of solar displacing oil as the world’s major source of energy are enormous. Why has the Middle East been a central arena in the “great game” for the past century? Because countries there have been the major suppliers of the oil and gas that powered 20th-century economies. If, over the next decade, photovoltaic cells that capture energy from the sun were to replace a substantial part of the demand for oil and gas, who will the biggest losers be? And even more consequentially: who will be the biggest winner?

Graham Allison is interviewed about U.S.-China relations by the Global Macro Research Team for a Goldman Sachs publication.

The Economist’s recent cover story declaring that the US economy is “leaving its peers ever further in the dust” is still making waves in Washington. The inconvenient truth, however, is that The Economist reaches this stunning conclusion by excluding the US’s only true peer: China. 

If historian Thucydides were asked about what is happening in relations between the United States and China today, what would he say? That was the question posed to me at the Davos World Economic Forum in January. I responded that he would say that this is a classic Thucydidean rivalry in which the two parties are right on script, each competing to show which can best exemplify the typical rising and ruling power – leaving him on the edge of his seat anticipating the grandest collision of all time.

A quarter-century ago, China conducted what it called “missile tests” bracketing the island of Taiwan to deter it from a move toward independence by demonstrating that China could cut Taiwan’s ocean lifelines. In response, in a show of superiority that forced China to back down, the United States deployed two aircraft carriers to Taiwan’s adjacent waters. If China were to repeat the same missile tests today, it is highly unlikely that the United States would respond as it did in 1996. If U.S. carriers moved that close to the Chinese mainland now, they could be sunk by the DF-21 and DF-26 missiles that China has since developed and deployed. This article presents three major theses concerning the military rivalry between China and the United States in this century.

China has now displaced the U.S. to become the largest economy in the world. Measured by the more refined yardstick that both the IMF and CIA now judge to be the single best metric for comparing national economies, the IMF Report shows that China’s economy is one-sixth larger than America’s ($24.2 trillion versus the U.S.’s $20.8 trillion). Why can't we admit reality? What does this mean?

Since publishing his book, Destined for War: Can America and China Escape Thucydides’s Trap?, three years ago, Harvard Kennedy School Professor Graham Allison has been searching for ways to escape the dangerous dynamic that could lead Washington and Beijing to stumble into a catastrophic conflict neither side wants. Convinced that there is no monopoly of strategic wisdom on either side of the Pacific, Allison decided to take a classroom assignment on crafting a grand strategy to meet the China challenge and open it to the public as a case competition. His office received dozens of valuable submissions from across the world.

China is developing 500 smart cities — almost half the worldwide total, and more than 10 times North America's figure.

Why it matters: China's smart cities signal the country's strengths not only in technology and infrastructure, but in implementation.

Five days after Trump moved to cut off American components to Chinese telecoms giant Huawei, President Xi Jinping responded with a subtle threat to strangle America’s supplies of rare earths — the natural elements used in everything from computers to satellites. Xi’s threat demonstrates how the rivalry between a rising China and a ruling U.S. spreads from trade to technology to supply chains, touching every aspect of bilateral relations. The conflict risks massive spillover costs to the global economy.