The Trump administration doesn’t even understand the field they are playing on.
Doug Lewin: Texas Energy and Power Newsletter
As the House Republicans passed their and President Trump’s budget bill last month, some wanted to preserve — or at least have an orderly phase out of — various clean energy tax credits. The message they received, according to Politico: “When it comes to winning on clean energy, Trump just isn’t interested.”
Right now, renewables and batteries comprise more than 80% of the energy coming onto the world’s power grids, including in the US. They’re more than 90% of what’s been installed in Texas recently.
And electricity is at the center of China’s efforts to overtake the U.S. economy.
Yet Trump and the House leadership appear apathetic in their approach to this vital race with China; they seem to have given up. They talk about winning the AI race, but they are knee-capping the only power source that can, in the short and medium terms, deliver the massive amounts of electricity that AI and modern economies need.
They apparently think the U.S. can lead on oil and gas, coal, and nuclear power but not on solar, wind, electric vehicles, and batteries — the very sources that are shaping the future.
No one is building coal plants in America, no matter how badly President Trump or anyone else wants them to.
New nuclear power will take until 2032, at least, to enter the market, and longer to scale up.
And supply chain issues mean there will be a shortage of gas turbines for the next half-decade, and likely much longer.
Energy dominance is only possible with clean energy.
Continue reading “Trump’s Energy Surrender to China”




