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Comment by photochemsyn

4 hours ago

This is just foolishness in the modern world. A realistic trade policy would accept China getting AMSL nano-scale chip production machines in exchange for American manufacturers getting Chinese monocrystalline-ingot production machines.

Given the hysteria involved in Great Power warmongering circles, much of it designed to increase military-industrial outlays, this is highly unlikely at present, especially in the USA where fossil fuel demand destruction is something the investors in the fracking boom and the oilfield and refinery operators don’t want to see, just look at Exxon and Chevron profits over the past month. I doubt the affiliated investor-owned utilities would be thrilled about an explosion in US rooftop solar installations either, as that cuts directly into their revenue stream.

Now, if you want to build monocrystalline Si PV at scale from scratch to catch up to China, that’s going to take a lot of investment over a decade, and given the historical and present reluctance of the US government to fund such R & D at scale (tiny DOE budgets), it’s all going to be private, and private rentier-finance capital is not going to fund a major competitor to fossil fuels in the USA - margins are tighter, you replace a commodity stream with a one-time purchase of equipment with a minimum 20-yr lifespan, and unless you tightly control the equipment and the electrical generation, there go your rents, I mean profits.

Yes, it’s amazing the things you can see fitting into this same mold once you realize that many of our issues in this country are due to old men (and old companies) holding onto power when they should really let the next generation take control.