One theory is that we’ll starve China for oil, so their navy won’t be able to hold Taiwan. (Projections show the US losing a war like that badly due to them have orders of magnitude more naval yards than us.)

Anyway, while enumerating all the ways in which that is a dumb plan, it occurred to me that the intentional slowdown in EV and solar uptake in the US is turning a manufacturing gap into an actual present day strategic gap.

China imports a lot of oil, but, as a percentage of their economy, they are way less dependent on fossil fuels than us, and tariffs on solar/batteries are basically equivalent to us shipping them free energy production and distribution infrastructure.