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Texas may serve up its own electricity, but the ingredients come from bakeries around the world. China makes 100% of the hard rare earth minerals used in turbines, solar panels, wind towers, and battery storage. Taiwan supplies 90% of the world’s advanced semiconductor chips—the software brains directing electrons precisely where they’re needed.

It’s not just renewables: turbines for natural gas plants also rely on factories worldwide for their parts.

Global supply keeps it running. But global tension can bring it to a halt.

Is this the elephant in the room—and does the Texas grid have a Plan B?

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