3 ms·
China dumped excess capacity at below material cost and put out a few dozen solar companies in the 2010 era. The US learned from their mistake that they are in
by mensetmanusman 2y ago
China dumped excess capacity at below material cost and put out a few dozen solar companies in the 2010 era. The US learned from their mistake that they are in an economic battle for manufacturing infrastructure.
- pjc50 2y agoThe alleged "dumping" doesn't seem to appear on the price chart? Prices just keep getting lower? There's no U-shaped point where they go low and go up again? As I keep pointing out, if the Chinese government want to subsidize the US renewables transition we should let them. The ridiculous alternative is to then put tariffs on goods which make them more expensive and subsidies to make them affordable again. In America, it's only a "free market" when corporate political donors are winning it.
- AYBABTME 2y agoWhen China becomes your only supplier for something, they do stuff like "cut off DEF fluid shipments to Korea because they made us mad" -> https://www.kedglobal.com/supply-chain/newsView/ked202111040018 https://www.kedglobal.com/supply-chain/newsView/ked202111040... .
- mensetmanusman 2y agoWe would let them if they were low risk suppliers, just like we let Korea subsidize the global oled supply.