Is there a future where China uses this as leverage with the rest of the world to put sanctions on the US if we don't transition?
replies(8):
Solar is also economically better for China.
Secondly, I would strongly guess China ramped up production thinking that there would be more overseas demand. It isn't just low demand from the US; for example my "green" New Zealand is also not buying utility scale solar (oversimplified reason from horse's mouth: it is due to our major electricity generators colluding - the actual blocking reasons are more capitalistically complex).
There are very few situations in the world where cause and effect are clear: facile explanations of cause and effect are usually wrong in important ways.