Tech billionaire Elon Musk has publicly criticized President Donald Trump’s policies on social media, warning that current decisions could harm America’s long-term security.
The exchange began when a doctor shared data showing China’s growing ability to produce solar panels and batteries at a massive scale. Dr. Peter Diamandis posted on X that by 2030, China could have enough solar and battery production capacity to match the entire electricity generation of the United States each year. This claim highlighted how far ahead China has moved in renewable energy manufacturing compared to other countries.
Musk responded with a simple “Yes” and then added his warning. He said, “A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future.” The Tesla CEO’s comment came as part of a broader discussion about America’s dependence on Chinese manufacturing for clean energy technology.
China dominates global solar and battery production
The numbers behind this debate are striking. China has pledged to reach 1,200 gigawatts of renewable energy capacity by 2030, which is more than double what it had when the pledge was made. At the current pace, China will likely meet this target by 2025 and could have 1,000 gigawatts of solar power alone by the end of 2026.
More concerning for U.S. strategic planners is China’s spare manufacturing capacity. Research shows China has unused solar capacity of 3.8 terawatts that could be produced but will not be deployed under current plans. This spare capacity alone is more than three times the total power generation capacity of the United States.
Yes.
— Elon Musk (@elonmusk) June 29, 2025
A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future. https://t.co/DeW12RdoXQ
The International Energy Agency projects that Chinese control over battery materials will continue through 2030. The agency does not expect the U.S. to win more than 15% of the lithium-ion battery market by 2030, even if all announced American projects are completed. This creates a significant strategic dependence on China for critical energy technology.
Meanwhile, Trump has made his opposition to renewable energy clear in recent statements. The President said “We’re doing coal. I don’t want windmills destroying our place. I don’t want these solar things where they go for miles and they cover up half a mountain and they’re ugly as hell.” This position puts him at odds with many in the tech industry who see renewable energy as essential for America’s future competitiveness.
The debate reflects a larger challenge facing American policymakers. The country needs massive renewable energy deployment to meet climate goals and reduce dependence on fossil fuels. However, this currently requires heavy reliance on Chinese manufacturing, creating both economic vulnerability and potential security concerns while making the U.S. dependent on a strategic competitor for its energy transition.
