Treat batteries, electric motors, power electronics and utility‑grade renewables as a single industrial stack that needs coordinated policy: permitting reform, long‑run power planning, targeted manufacturing finance, workforce pipelines, and export controls. Failure to build the stack means losing not just green jobs but whole industrial value chains and national leverage in multiple sectors.
— Framing energy hardware as a unified industrial strategy reshapes debates over climate, trade, investment, and national security because it makes manufacturing and grid planning the decisive battlefield for 21st‑century competitiveness.
Noah Smith
2026.01.09
100% relevant
Noah Smith cites Musk’s early bets (batteries, EVs, solar) and argues the U.S. must make it easier to scale manufacturing — a prescription that is the core of this integrated industrial‑strategy idea.
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