China as Electrostate Pivot

China’s dominant clean‑tech manufacturing and export position is beginning to translate into diplomatic and regulatory leverage, creating an emerging model of an 'electrostate' whose geopolitical influence rests on supplying the hardware of decarbonization. If Beijing follows through on its 2026 five‑year plan and COP31 posturing, other countries may be forced to align industrial policy and trade strategy around Chinese supply chains and standards. — This reframes climate leadership as industrial hegemony: who makes the hardware will shape the rules, alliances, and dependencies of a decarbonized world.