Source: Semafor
by Tim McDonell
“US President Donald Trump may not be a big fan of solar, but it’s the country’s fastest-growing source of power generation. Standing up an independent domestic solar supply chain is critical to the country’s energy security and AI ambitions, and to lowering power prices, especially as Beijing moves to restrict the export of some key solar technologies. But, although it may be wise to raise trade barriers that push more China-affiliated solar components out of the US market, China’s role in global solar supply chains is so pervasive that instantly severing all ties could kill many US solar manufacturing efforts in the crib. Future growth for this industry depends on a more nuanced trade policy that gives US companies the space to benefit from China’s world-leading solar expertise while the next phase of home-grown plants gets built.” (11/10/26)
https://www.semafor.com/article/11/10/2026/us-solar-learns-to-live-without-china