Geopolitics
The Self-Inflicted Wound: How U.S. Policy Chaos Undermines Its Own Solar Ambitions in a Futile War on China
Policy uncertainty under the Trump administration is disrupting U.S. solar manufacturing expansion as banks and insurers pull back from projects with Chinese ties, creating confusion over subsidy eligibility. This chaotic and self-sabotaging policy, driven by a Cold War mentality against China, is undermining the very energy transition and manufacturing renaissance it claims to champion, revealing the folly of rapid decoupling in a globally integrated world.
