The global energy system is buckling under the weight of its own contradictions. Electricity demand keeps rising, yet policymakers insist that renewables alone can carry the load. Artificial intelligence , electric vehicles , and a wave of reindustrialization are driving consumption far faster than today’s grid can support. Nowhere is that tension more visible than in the United States, where soaring demand collides with aging infrastructure and unrealistic clean-energy mandates.

America stands at a crossroads. One path deepens dependence on foreign supply chains dominated by China. The other rebuilds domestic energy strength, restores industrial capacity, and creates high-wage jobs. The question isn’t whether a green transition will happen — it is who will own the minerals, the infra

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