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xenospn

All the panels are made in China, right?

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Not all, but more than 3/4.

https://www.statista.com/statistics/668749/regional-distribu...

And of the modules, I would guess an even bigger fraction of the cells (the actual silicon dies) are made in China.

So the only practical near-term effect the tariffs have is increasing the cost solar adoption.

Incentives would have been better than tariffs to boost U.S. solar manufacturing.

https://www.energy.gov/eere/solar/solar-manufacturing

https://www.energy.gov/eere/solar/solar-manufacturing-map

> According to the U.S. Solar Market Insight Q2 2024 report released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie, total U.S. solar module manufacturing capacity now exceeds 26 GW annually.

https://www.woodmac.com/press-releases/2024-press-releases/u...

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