Predictions about China overtaking the United States often use existing technological processes as their yardstick. Yet, they overlook another increasingly likely scenario that China has successfully applied entirely new substance materials to these technologies, bringing unprecedented breakthroughs in performance.
Beijing is currently experimenting with radically different substances in three key strategic domains -- nuclear weapons, semiconductors and energy.
Breakthroughs here will break American dominance and radically alter the power balance between the two superpowers. The US must both check its blind spots for more incoming "Sputnik moments” from China and engage in more disruptive research of its own if it is to stay ahead.
Somewhere in the Gobi desert, the world's first new thorium-powered nuclear reactor in over half a century is starting up. The uranium-233 isotope it aims to produce could take China's rapidly expanding nuclear arsenal to a whole new level.
China is building on Cold War-era research by the Manhattan Project team at Oak Ridge National Laboratory in Tennessee in the U.S. Though the U.S. later abandoned uranium-233 in favor of the naturally occurring uranium-235, declassified documents from 1966 show researchers at the time judged uranium-233 to have superior functions to other materials, but only if kept chemically pure.
Thanks to the co-presence of the element protactinium in the uranium-233 they generate, thorium reactors were believed to be "proliferation resistant" for many years. Yet, a variety of reprocessing methods that separate the protactinium isotopes from the rest of the nuclear fuel have been developed in recent decades, clearing a pathway for its use as a high-performance weapons-grade material.
Uranium-233 emits stronger radiation than other isotopes, producing 15% more neutrons per thermal fission than either uranium-235 or plutonium-239. It also has a lower critical mass, meaning more weapons can be made from less material.
This could enable Beijing to not just scale up the number of weapons in its arsenal but potentially increase each missile's destructive power, and, having the second-largest reserves of thorium in the world, the surplus of nuclear energy could drive China's conventional platforms, including nuclear-powered warships and drones.
Advances in silicon chips will reach their physical limits by 2025, as dictated by Moore's Law. This seems like a bad thing for China, which still trails semiconductor leaders Taiwan, South Korea and the US by two wafer generations.
Yet China is gearing up for what its leaders call the post Moore's Law-era -- the dawn of carbon-based chips. A recent paper published in the journal Science by Peking University researchers claimed that they had tested carbon nanotubes up to three times faster and four times more energy-efficient than silicon chips. Beijing has allocated a high priority to this field of research. It is now part of the scientific innovation strategy for China's fourth five year plan.
Revolutionizing chip material could also bust through China's biggest bottleneck further downstream – chip making itself. Due to US export sanctions, China lacks the lithography machines to make cutting-edge chips. Yet, a state-directed 02 Special Project to develop an integrated domestic lithography machine supply chain is making progress.
If these machines are designed to manufacture carbon-based chips, such dual innovations could create the technological foundation for a whole new foundry ecosystem that would all belong to China. Its chipmakers could leapfrog incumbents and China would dominate the strategic information and communications technology hardware of the future.
Though currently the world's biggest energy importer, China is positioned to become the largest energy exporter if it can pull off its moonshot project to mine Helium-3 on the moon.
Already, over a dozen Chinese institutes are working to extract Helium-3 from moon rock samples from last year's Chang'e 5 mission. The isotope holds more energy than Earth-based minerals with just 40 tons capable of powering the entire US for a whole year. It is estimated there are at least a million tons of Helium-3 on the moon.
Though, one US company is planning a mining expedition to the moon in the early 2030s, China is already streaming ahead with a permanent mega-base on the moon to be built by around the same time. The US Central Intelligence Agency space analysts warn that breakthrough dominance in this powerful and carbon clean resource would make China the 21st century's energy powerhouse.
If China achieves dominance in any of these three domains, it will likely displace the US as a global hegemon. There are two key ways the US can work to prevent this.
Firstly, the US intelligence agencies must better track China's disruptive research, map out potential pathways for leapfrog maneuvers and take action to preempt and prevent technological breakthroughs.
Secondly, the US must take advantage of the lead it currently has and take on unconventional experiments that are yet another step beyond what China itself is doing.
Voices on Capitol Hill calling for the US government to utilize its leftover uranium-233 reserves show that some lawmakers are taking notice. Yet, it is not nearly enough. Drawing on innovations from yesteryear may buy Washington some time, but if delayed rear-guard actions are all it can muster to counter Beijing's multipronged leapfrog, the result of this great power competition is a foregone conclusion.
