Green Energy

There is no GOP, there is only MAGA.

Big chunk of this is just Texas and Florida, where wind energy has been a boom business for nearly a decade. Wind produces enormous but short-lived electricity surpluses. That, in turn, creates big incentives for battery tech to manage the excess until prices recover.

Basically, ERCOT - the Texas system that causes wholesale electricity rates to periodically go vertical during heat waves - has artificially stimulated a massive boom in both raw electricity and electricity storage.

I don't think Trump's policies change this outright. The incentives to build out green energy remain enormous even under basic market conditions. But they will change the rate at which new wind/solar get built out. So Texas has more rolling blackouts to look forward to as a result of this policy.

It's kind of funny that the olive branch bipartisan thing Dems do with policy is making it painful when GOP inevitably goes to undo it. Almost like trying to compromise is politically beneficial. Same for healthcare, same for farm subsidies, same for this.

Almost, anyway. People in those states are too brainwashed to care, they live in a different reality. Need a new paradigm to deal with 21st century politics.