Well, my position is not exactly in agreement. While I was curious, I think there are far more reasons to apply tariffs to certain products than simply wanting another cold war.
Well the US has no stimulate-able domestic industry so isolating China is the only realistic option. And this has been clear for at least a decade. There is no domestic industry making these things at any usable scale.
Medium-scale solar panel installations are backed up over a year btw.
Yes, most certainly. Spikes in demand can do that. If 71% growth remains consistent, it’ll be resolved in short order. Though it’ll probably dip as the overall manufacturing capacity increases, since its just a percentage of the total.
Makes sense, Biden’s big investment was just a few years ago. A single year out for medium-sized facilities is very manageable though. Hopefully demand continues to increase alongside production, and it remains a years wait for several years. That would be a sign that demand is continuing to increase.
Fair enough. Thank you for the clarification.
Of course! Thank you for your question and your position as well
Well, my position is not exactly in agreement. While I was curious, I think there are far more reasons to apply tariffs to certain products than simply wanting another cold war.
Well the US has no stimulate-able domestic industry so isolating China is the only realistic option. And this has been clear for at least a decade. There is no domestic industry making these things at any usable scale.
Medium-scale solar panel installations are backed up over a year btw.
US manufacturing currently sat at 26 GW annually, with a 71% increase in the first quarter of the year. Demand being high is also unsurprising.
Over a year delay is clearly demonstrable undercapacity
Yes, most certainly. Spikes in demand can do that. If 71% growth remains consistent, it’ll be resolved in short order. Though it’ll probably dip as the overall manufacturing capacity increases, since its just a percentage of the total.
It’s been years.
Makes sense, Biden’s big investment was just a few years ago. A single year out for medium-sized facilities is very manageable though. Hopefully demand continues to increase alongside production, and it remains a years wait for several years. That would be a sign that demand is continuing to increase.