I agree about 90%. The Wacker plant in Tennessee was actually completed and is currently operating, though. There is excess capacity for high-quality, low-cost

I agree about 90%. The Wacker plant in Tennessee was actually completed and is currently operating, though. There is excess capacity for high-quality, low-cost polysilicon in the US to be soaked up if some more American wafer/cell facilities are developed (since the product can't go to China any more). And US based cell manufacturing may indeed grow; Tesla is one driver, and JinkoSolar might be the next in line: https://www.pv-magazine.com/2018/01/22/jinkosolar-looks-to-set-up-us-factories/ https://www.pv-magazine.com/2018/01/22/jinkosolar-looks-to-s... I have a little hope that this might also finally get Hanwha Q Cells and 1366 Technologies to launch a full-scale manufacturing partnership. I really like what 1366 has invented but if they wait years more to go industrial-scale they'll get their cost advantages erased by continued incremental improvements in traditional wafering. These tariffs are not going to make American solar manufacturing dominate the global solar market. It might end up like with foreign automobile trade wars in the 1980s -- factories owned by overseas companies, but actual manufacturing operations in the US. I'd prefer if we didn't go through several years of artificially elevated prices from these tariffs in the first place, but I think there's a decent chance it will actually lead to new American factories for cells and modules. Those plants will need to be bigger scale than past American facilities if they don't want to die as soon as the tariffs expire. Suniva's biggest problem IMO is that they were trying to manufacture in America at ~5% the scale of globally competitive manufacturers. They were unprofitable so they didn't scale up, and they didn't scale up because they were unprofitable.