Comment by realusername

> The question is: is it better for a country to experience a geopolitical risk with a solar-panel-producing nation or with an oil-producing nation?

If that's your only question, the answer is straightforward then, there's more oil producing nations than solar panels producing nations making the risk with oil lower.

China is so big in this sector that I don't think that you could even create a real strategy where they get <25% market share in the country solar imports.

You could somewhat mitigate this risk by buying a stock worth 5 years of panel installation of the country but as far as I know, nobody is doing that.