China is on an absolute tear installing wind and solar power. Not the renewables capacity of that state—the entire grid. Meanwhile, the policy shift in the US is projected to slow down new solar and wind additions. Solar and battery storage alone are expected to make up over 80% of capacity additions in 2025. And if we lose this, we do not have a future Ford.”Looking ahead, China is still pouring money into renewables, storage, grids, and energy efficiency technologies.