The Rise of the Electrostate: China, Electrification and Geopolitical Power

In this paper, we discuss:

• The rise of the “electrostate,” where electricity and electrification become central to economic growth, industrial policy, and geopolitical power;
• China’s state-led electrification model, combining renewable expansion, grid integration, industrial policy, and energy security;
• Electrification as a response to both domestic pressures and geopolitical tensions with the West;
• China’s global projection of electrical infrastructure through the Belt and Road Initiative, exporting grids, standards, and clean-energy systems;
• The growing geopolitical importance of electricity networks, with Western concerns rising over dependence on Chinese energy and grid infrastructure.

Download PDF: Electrostate – May 2026