Big chunk of this is just Texas and Florida, where wind energy has been a boom business for nearly a decade. Wind produces enormous but short-lived electricity surpluses. That, in turn, creates big incentives for battery tech to manage the excess until prices recover.

Basically, ERCOT - the Texas system that causes wholesale electricity rates to periodically go vertical - has artificially stimulated a massive boom in both raw electricity and electricity storage.

I don’t think Trump’s policies change this outright. The incentives to build out green energy remain enormous even under basic market conditions. But they will change the rate at which new wind/solar get built out. So Texas has more rolling blackouts to look forward to as a result of this policy.