China’s overall refining volumes are down significantly since middle of year as EVs are surpassing 50% market share there. Also while NG use for electricity is down, they are converting a lot of heavy transport to use LNG. In the future this will transition to H2.
This is a year of major climate progress, and even the west is inching forward.
The US claim on TSMC, are based on it using ASML (Dutch) equipment which has patent licenses from US. I was just answering the puzzling US colonial power roots. There may come a point of challenging the colonial patent power, while still attempting to pay for the patent, or China’s “delete America” program may get more allies or rebellion from the colonies.
China/BRICS is a much bigger market than US, and economics means figuring out a way to earn from all sides is motivated. US promises to isolate itself even more under Trump, and there is a limit to how much it will be respected.