It doesn't need to. The reality is companies are going to go for whatever the cheapest cost for electricity is, and solar w/ batteries has taken that lead. Capitalism happens to align with a renewable energy green transition, regardless of whatever the US political engine wants. At the end of the day most companies are going to choose profit over political ideology.
You're right but the problem is subsidies change that math. If the US gov subsidizes oil, then the economics of that work out even if solar wins in a free market.
Sadly they might not be allowed to choose profit. ~25% of US counties have adopted regulation effectively blocking new solar and wind (1). Up from 15% a year ago!
Peoples stupidity and self sabotage truly knows no bounds.
1 https://www.usatoday.com/story/news/investigations/2026/02/2...