[TaylorAlexander]

Is every wafer that comes out of Asia being purchased in the USA or have tariffs shifted demand to other countries? How have tariffs affected future purchase orders and new factory build outs? I’m just having a hard time believing they have a negligible effect when the worlds second largest economy adds added cost to solar panel imports.

[Godel_unicode]

They’re pushing purchases to places where there’s already significant renewables and nuclear at the grid level. All uses of solar are not equivalently useful in reducing green house gas emissions.