Elon Musk has once again cautioned the US government, saying that China's solar power generation is on a trajectory to surpass the entire electricity output of the US within the next three to four years. His claim comes days after his brother, Kimbal Musk , criticised President Donald Trump’s proposed ‘Big, Beautiful Bill,’ warning that the legislation would cripple the US renewable energy sector and jeopardize American energy independence .
“Solar power in China will exceed ALL sources of electricity combined in the USA in 3 to 4 years. Wake up call,” Musk said in a post which showed data from Ember, a global energy think tank. Ember’s data chart suggests China's solar output hit 100 TWh in May 2025 and is doubling every two years, outpacing the US's 400 TWh monthly total.
Musk brothers raise concerns on ‘Big, Beautiful Bill’s’ impact on power generation
The concerns of the Musk brothers centre on the future of solar and wind power in the US, which they argue would be decimated by the new bill. Kimbal Musk, an entrepreneur and board member of Tesla and SpaceX, criticised the bill last week with a stark warning about the legislation's impact.
"American Energy Independence is critical to our national security. The new bill will drive solar and wind energy growth to zero. Zero," Kimbal Musk stated publicly.
He argued that the halt in renewable expansion would force the US into a desperate scramble for traditional energy sources, directly undermining its ability to compete globally, particularly with China.
“We will need 25 new natural gas plants built per year to replace our amazingly successful solar and wind energy growth that this bill will kill,” he projected. Highlighting the urgency, he added, “Do the math. It takes 5-7 years to build a natural gas plant. The AI race will be won or lost in the next few years. Our energy grids are already collapsing.”
He shared a post on X (formerly Twitter) from Jesse Peltan, co-founder of HODL Ranch, to which Musk replied, “They don't understand.”
“Solar power in China will exceed ALL sources of electricity combined in the USA in 3 to 4 years. Wake up call,” Musk said in a post which showed data from Ember, a global energy think tank. Ember’s data chart suggests China's solar output hit 100 TWh in May 2025 and is doubling every two years, outpacing the US's 400 TWh monthly total.
Musk brothers raise concerns on ‘Big, Beautiful Bill’s’ impact on power generation
The concerns of the Musk brothers centre on the future of solar and wind power in the US, which they argue would be decimated by the new bill. Kimbal Musk, an entrepreneur and board member of Tesla and SpaceX, criticised the bill last week with a stark warning about the legislation's impact.
"American Energy Independence is critical to our national security. The new bill will drive solar and wind energy growth to zero. Zero," Kimbal Musk stated publicly.
He argued that the halt in renewable expansion would force the US into a desperate scramble for traditional energy sources, directly undermining its ability to compete globally, particularly with China.
“We will need 25 new natural gas plants built per year to replace our amazingly successful solar and wind energy growth that this bill will kill,” he projected. Highlighting the urgency, he added, “Do the math. It takes 5-7 years to build a natural gas plant. The AI race will be won or lost in the next few years. Our energy grids are already collapsing.”
He shared a post on X (formerly Twitter) from Jesse Peltan, co-founder of HODL Ranch, to which Musk replied, “They don't understand.”
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