But the article is specifically not talking about that, e.g. it talks about the US being at the forefront of solar power tech, even if China leads in solar powe

But the article is specifically not talking about that, e.g. it talks about the US being at the forefront of solar power tech, even if China leads in solar power manufacturing, and contrast that with how the US is nowhere near the forefront of battery tech R&D, never mind manufacturing. (Don't know enough to say whether I agree with his assessment, just that he pretty carefully explains in detail that he is not talking about "breakthroughs that get invented in the US but then aren't supported through to manufacturing").