Comment by api
6 hours ago
The EU has the talent to ramp local production of panels and batteries in years, which as the parent said is how long a panel or battery embargo would take to really cause a crisis.
I mean the EU has ASML, the Large Hadron Collider, and ITER, among other things. There is no engineering talent problem.
If they couldn’t do it it’s a political problem.
I’m more concerned that we do not have the supply chain. Like, sure, we have people who can build solar panels, but are the components local? I wouldn’t expect so, we would very likely import from china. Developing effective supply chains takes decades, it’s not really something you can do right away with the level of precision required by modern technology
Look at how fast various nations ramped up advanced (for the time) military production before and during WWII, or the Manhattan Project, or the Apollo program, or China's rapid rise.
Engineers who know how to build factories, batteries, and solar panels could sit down and create a "war plan" to build out and scale infrastructure quickly if you asked them to do it and then got out of the way.
The EU has plenty of talent with the know-how to do this. If it couldn't be done even in a crisis situation, that's a political problem.
panels themselves are highly simplified chip-like production. silicon crystals and some dopants. anyone can make extruded aluminum. anyone can build power electronics, make copper or aluminum wire.
the only interesting parts here from a supply chain perspective are power transistors. europeans have been known to design these, but idk how easy it would be to start producing them locally. they have macroscopic feature sizes though.
it would take several years of iteration to get a functioning pipeline that ran at volume, but none of this is hugely complicated. certainly not decades.
the real problem is financialization. you have to float that plant with the understanding that its not going to be competitive.