Brendan Bell is COO and co-founder of Aligned Climate Capital.
Leaders across technology, politics and climate finance are all converging on the same conclusion: The U.S. lacks sufficient electricity supply to meet emerging demand. OpenAI has warned that AI-driven load growth could exceed available capacity, and hyperscale data centers are increasingly expected to supply their own power. Leaders a...
**STEELMAN:** The narrative presents a compelling case for solar and storage as the most viable near-term solutions to the U.S. electricity crisis. It grounds its claims in hard data—solar’s dominance in new capacity, cost declines, and investor confidence—while acknowledging real constraints like permitting delays and supply chain issues. The argument avoids hyperbole, instead framing solar and storage as pragmatic choices given the urgency of demand growth and the slow deployment timelines of ...