Source: Vox
For the first time in a century, renewables generated more electricity than coal in America, a structural inversion in grid composition. The shift reflects concrete economics: solar and wind projects now cost less to build and operate than coal plants, while battery storage addresses the intermittency problem that made renewables unreliable a decade ago. The competitive battle has moved downstream—to supply chains, grid infrastructure upgrades, and which countries can scale manufacturing fastest, where the U.S. faces serious disadvantages against China and Europe.