Public Enemy No.1 China dependent on AI? Hormuz closure gives US a leg up

President Trump has had the foresight to put the USA on an energy independent course that is capable of sustaining America’s economic and manufacturing sectors, domestically and for export;

A. Dru Kristenev ——Bio and Archives--April 29, 2026

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The more reliant a country becomes on artificial intelligence, the more vulnerable it may be. In the case of China, that definitely looks like it could be the case. From BNPParibas:

AI is energy and water dependent

AI is energy and water dependent. The vast amount required by data centers can be troublesome, stealing both, as well as arable land, from regional residents to fuel data farms.

At the moment, there is a major conflict with Iran, China’s major supplier for oil, and that, at discount prices. However, the Straight of Hormuz is closed to ships transporting Iranian oil, and that’s putting China in a bind. How much of one isn’t yet known.

China has coal-fired power currently providing close to 1200 GW, with more plants under construction. It also has nuclear and........

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