The US’ energy policy can be described as Democrats and Republicans each seeking to suppress different categories of generator asset in turn. This seesaw ends up weakening both, with entire industries sent into hibernation by a few executive orders, at least in the case of offshore wind. We might also mention the absence of a federal UHVDC transmission network, which would be a good thing in general but would specifically benefit renewable energy. There is a massive 10-year gap ahead of us, in which both renewables and conventional generators will suffer from an unstable policy environment – and this is just about long enough for the long-dormant nuclear industry to be revived in its capability to build new reactors without…