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Comment by yorwba

5 hours ago

China indeed makes very cheap solar panels, inverters and batteries, but that just means that they take up a smaller share of the cost of a complete installation, which also includes labor and additional hardware for the mounting system. So solar panels doubling in price won't double the cost of new solar capacity, let alone the cost of electricity from existing installations. That reduces the political leverage a lot compared to oil, where a supply disruption affects prices on fairly short time scales.

Yep exactly , also they are perfectly content to keep selling at the razor thin margins for commodities rather than attach political costs.Unless and only when their red lines are touch see Lithuania(hosting a Taiwan quasi consulate) and recently Panama(after rescinding the port concessions and confisicating the operations).