Cleantech Monopoly Keeps Oil Demand

Even massive public spending on alternatives has not reduced per‑capita oil use; because China dominates critical cleantech supply chains, importing countries face a choice: depend on Chinese supply chains for green transition or double down on domestic oil de‑risking (more drilling and stockpiling). That dynamic will tend to lock in continued oil production and slow a politically palatable shift away from fossil fuels. — It reframes the energy transition as a geopolitically conditioned choice: industrial supply‑chain concentration (actor: China) can make oil security the cheaper, politically durable option, shaping infrastructure and drilling decisions worldwide.