

Forget about the predictions and look at the growth only. It’s the legendary hockey stick. The stuff MBAs dream about. US manufacturers, engineers and the less shitty VCs should be fucking furious that they were kneecapped at every step and basically forbidden from participating in this market in any real way.




They might look like they’re exploding in the US, but not at all compared to what could have been happening in the same time period had Trump allowed even the milquetoast Biden-era policies to continue (to say nothing of expanding on them). China, who has invested heavily in solar and battery R&D and manufacturing, installed more solar power than the rest of the world combined in 2025 and holds over 80% of the global market share for solar panels. They are the world leaders in the nearline battery chemistries that already make solar+battery the cheapest form of power by a longshot, and have half of the world’s installed capacity of battery storage systems. We could have had a seat at that table, but we’re now a decade behind in tech R&D and manufacturing capability. The private sector knows this, which is why they won’t touch it without strong federal support.