[ExI] Trump Is Obsessed With Oil, but Chinese Batteries Will Soon Run the World

John Clark johnkclark at gmail.com
Mon Jan 26 14:18:15 UTC 2026


On Mon, Jan 26, 2026 at 9:07 AM <spike at rainier66.com> wrote:

* > Now… the price is still going up,*


*Yes but its not just in California, it's nationwide, and it's because of
AI data centers. And solar could help with that, wind too if He Who Must
Not Be Named changes his mind and allows the free market to do its thing. *

*John K Clark *





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> *From:* John Clark <johnkclark at gmail.com>
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> On Sat, Jan 24, 2026 at 10:27 AM <spike at rainier66.com> wrote:
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> *> **The costs quoted do not include the cost of energy storage needed to
> meet reliability specifications.*
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> *>… The storage cost is already baked in so the intermittency disadvantage
> of solar and wind largely disappears.*
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> *John K Clark*
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