China shipped a record 68 GW of solar in March – here's why it matters

Drill baby drill!

This really translates to:

Pay baby Pay (more than you need to).

Even oil drenched Texas understands this.

https://www.dallasfed.org/research/economics/2026/0203-patel...

Trump will perhaps be remembered as the greatest eco-terrorist in history.

There was an expected bump anyway due to the tax change but it seems that can't be the whole story. I'd guess we'll find out with the next months numbers which will have the downward side of any tax cliff effect.