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One very fast way to catch up to China on this chart is to create a massive tax equity fund that pays for every US homeowner to have their own solar + storage. 1. We would add back 2-3 TWh to the grid and the chart below would quickly look like the US and China were neck and neck. 2. Homeowners no longer have electricity bills. 3. The companies that pay into the tax equity fund are simply paying in a dollar they would otherwise pay in taxes - making it costless for them. The time has come for this top-down moonshot on domestic energy.
Library as of 2026-10-31