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wallstreet1231

09/16/25 12:55 AM

#83664 RE: drugmanrx #83663

We could also see pigs flying, but I doubt it.

Just words on a piece of paper and until I see backing which hasn’t presented itself.

If I had a nickel for ever time a novice would suggest “we’ll just open a factory in Mexico or the US” to reduce our supply Chain from China and bypass tariffs, I would be very rich. And then I would bring them back down to realty. Sure, I could secure a facility. Sure, I could hire production workers. But then I would be back to square one and be dependent on raw material from China.

Bottom line, I don’t buy into the statement you reference. And I see no proof of such a scenario.
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wallstreet1231

09/17/25 1:19 AM

#83670 RE: drugmanrx #83663

DD which, in my opinion, is far broader reaching states otherwise. I think 2027 is even optimistic.

The US solar manufacturing supply chain is currently limited, particularly for critical components like solar cells, ingots, wafers, and flat glass, though progress is being made with significant investments and new factories for modules and other components like racking. While initiatives like the Inflation Reduction Act (IRA) are driving domestic manufacturing growth, reliance on imported raw materials and components remains high, creating vulnerabilities to global supply chain disruptions and trade policies. Building a fully integrated domestic supply chain will take time, likely extending into 2026 or 2027, to meet the increasing demand for domestically produced solar products.

Looks like the company has already addressed your concern of "Bypassing tariffs on solar panels is a highly complex issue"