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"Without coordinated national efforts to modernize the grid, accelerate permitting, and prioritize AI-relevant energy loads, the U.S. risks being outpaced by rivals with more agile energy infrastructure and sovereign industrial policy."

Two-party politics, environmentalism, and NIMBYs means national coordination on energy will basically be impossible.

But it would still be foolish to bet against America for one reason and one reason alone: Texas.

* Fourth-largest oil producer in the WORLD [1]

* The leading state for wind and large-scale solar generation despite Republican dominance [1]

* 35% increase in energy supply since 2021 [1]

* Most YIMBY mindset in the US: "We will increase capacity of our grid to ensure that every Texan has affordable, reliable power and unleash the full potential of Texas’ nuclear industry. And we will produce enough energy power on the grid to make sure that every home, every business and every location is going to have access to the power they need." - TX Gov. Abbott [1]

* 55.8 GW of generation capacity added in 2024 [2]

* 8x the land area compared to UAE

[1]: https://www.texastribune.org/2025/03/06/texas-legislature-energy-renewables-power-grid/

[2]: https://www.dallasfed.org/research/energy/indicators/2024/en2404

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