"State Grid put some 2,000 engineers on the UHV program, funded more than 300 professors and 1,000 graduate students at Chinese universities for power-grid R&D" [2,000 engineers]
The article traces a direct causal chain: centralized procurement mandate → domestic manufacturing requirement → scale economies → export capability → Belt and Road deployment. China now holds 68% of submarine HVDC cable orders and has built UHV lines in Brazil, Philippines, Australia, and Portugal. The US, lacking equivalent centralized procurement authority, remains a technology consumer. This pattern generalizes beyond HVDC to any deep-tech infrastructure domain where state-directed procurement can create domestic industrial champions — the same dynamic visible in semiconductors, batteries, and shipbuilding.