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The New South as a Frontline of the U.S.-China Technological Rivalry

20
May 2026
By Helmut Sorge & Otaviano Canuto

In this podcast, Otaviano Canuto discusses how the U.S.-China technological rivalry is increasingly shaped not only by innovation, but also by the ability to integrate technology into energy systems, infrastructure, and industrial production. The conversation highlights the growing strategic importance of the Global South, where countries can leverage their energy resources and critical minerals to strengthen their position in global supply chains. The discussion also underlines how energy availability and infrastructure capacity may become decisive factors in determining future technological leadership

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