The verdict nails the specific claim, but it misses how policy can shape *expectations* and *long-term planning* in ways that aren’t immediately visible. Trump’s energy rhetoric and deregulation didn’t just affect current grid capacity — they influenced corporate risk tolerance and investment timelines. Companies might not have built AI factories *because* of drilling, but they might have felt more confident in committing to large-scale projects in an environment where energy stability was framed as a priority. The AI verdict focuses on *what was built*, not *what was enabled by the narrative*. That’s a gap.