China installed 400 GW of new power last year, over 350 gigawatts of solar and wind. The U.S.? Just 63. We talk a big game about leading on AI, chips, and reshoring manufacturing. But where’s the electricity going to come from?
Some say natural gas can replace renewables. But the largest turbine manufacturer, GE Vernova, is already sold out until after Trump’s term.
Meanwhile:
China = 400 GW
U.S. = 60 GW
GE Vernova’s global gas turbine output = 20 GW… for the entire globe!
If we gut clean energy incentives now, we don’t just fall behind, we’re cooked. You can’t grow your economy and run AI data centers on backorders and broken promises. We’re demanding more energy than ever. And we’re about to constrain the resources that are actually delivering it.