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Comment by balderdash

3 hours ago

If anyone was serious about energy security in North America or Europe they would be building polysilicon, ingot, and wafer capacity.

The world’s dependence on China for solar panel manufacturing is troubling, but unlike oil, once the generating facility is installed you’re no longer dependent on your supplier (at least for a decade or two). I would be more concerned about batteries if I was in government

  • India has huge surplus capcity of solar panels. Sadly Trump put 100-200% tariffs on Indian solar panels. Its very easy and cheap to produce these outside China.