This article unintentionally reveals the core weakness of America’s energy transition strategy:
1️⃣ We’re still deeply dependent on China for the components that make renewables possible — from solar panels to rare earths. The supply chain is global, but the control is not.
2️⃣ Even with heavy subsidies, projects aren’t penciling out. That’s a flashing red light. If an energy model can’t stand on its own feet financially, it’s not a solution — it’s a liability.
3️⃣ Worst of all, the U.S. grid remains rudderless. Developers are stuck waiting for transmission upgrades that should’ve been built a decade ago.
Until we fix what happens after the energy is generated — from refining to transmission — the system will remain stalled.
When the developers of subsidy rich projects say the can make it without the free government money they are gaslighting the public. A favorite leftist grifters trick.
This article unintentionally reveals the core weakness of America’s energy transition strategy:
1️⃣ We’re still deeply dependent on China for the components that make renewables possible — from solar panels to rare earths. The supply chain is global, but the control is not.
2️⃣ Even with heavy subsidies, projects aren’t penciling out. That’s a flashing red light. If an energy model can’t stand on its own feet financially, it’s not a solution — it’s a liability.
3️⃣ Worst of all, the U.S. grid remains rudderless. Developers are stuck waiting for transmission upgrades that should’ve been built a decade ago.
Until we fix what happens after the energy is generated — from refining to transmission — the system will remain stalled.
👉 I’m exploring a different model in the Southern Cone: greenefinancialadvisory.substack.com
When the developers of subsidy rich projects say the can make it without the free government money they are gaslighting the public. A favorite leftist grifters trick.