Falling panel prices lead to global solar boom, except for the US

80% of the supply chain for solar is based in China[0]. As long as this is the case, it is unlikely there will be as much demand in the US for it due to new Cold War and bipartisan efforts to tariff solar panels from China

The article seems to leave this important detail out, despite talking a lot about China

0. https://www.iea.org/reports/solar-pv-global-supply-chains/ex...

EDIT: it looks like the article does mention it, I just missed it:

> The huge surfeit of production capacity in China, which produced about eight out of 10 of the world’s solar modules in 2024

I didn't expect China to become the solution provider for global warming while USA contribution to the world is mostly climate change denial. Yet here we are...