Falling panel prices lead to global solar boom, except for the US

One reason for this that often goes unmentioned is the shale gas/fracking boom that made the US the world's #1 energy producer. That macro-level development allows the current administration to act as it does. If gas was less plentiful, more expensive, or primarily sourced from unstable regions, the economic math would be against them already. Western Europe and China do not have large fossil fuel reserves. For them, switching to green energy sources is not just an economic bonus, it's also a national security imperative.

Domestic sources of cheap, plentiful energy helped the US economy grow beyond expectations over the past decade, but it might prove to be a short-term boon that leads to long-term issues if the rest of the world's economy pivots away from fossil fuels.

Which is even more stupid, because more solar means they can sell more gas/oil to everyone else including gas starved Europe.

City gas was actually the first industry that proved the more you make, the more people demand. If we make more power, we will use it.

Then consider that AI datacenters as big as NYC will need as much power as possible.

> more solar means they can sell more gas/oil to everyone else

A glut in supply drives prices down. Oil extraction and refining doesn't have constant costs, as it is heavily dependent on geography as well as the physical characteristics of oil itself.

This is why there was a 3 way gas price war between the US, Saudi Arabia, and Russia in the 2010s.

>> sell more gas/oil to everyone else

Not really they can sell gas to anyone else. One cannot simply ship natural gas overseas. LNG is a thing, but export facilities have limited capacity.