[soganess]

I only ever took econ 101, so forgive me if I'm missing a subtle point...

Isn't saying that there exists a *shortage* of demand the same as saying that there is available supply but no one is willing to buy at the current price? Thus, by definition, there cannot be a shortage of demand if all units are being purchased at the current price?

[TaylorAlexander]

On a typical supply and demand curve you can expect that raising the price reduces demand. No one in this thread has actually established that all units are being purchased by the USA. So what you will see are projects in the US that would have gone to solar if it was 30% cheaper but instead go to natural gas or some other source, and those units that would have been purchased get purchased by people in other countries.

But also if demand significantly exceeds supply, that is cause for manufacturers to make more investment in increased production. You’d see major solar projects booking out orders six months in advance for example, and with more demand they would book out one year in advance let’s say. So the thing is that demand is a gradient and it’s not a binary thing of “everything is being purchased”. Raising the price of something will usually price someone out of that purchase.