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▲ Guid_NewGuid 2 hours ago

For battery storage systems sure, but for panels, not really. The panel breaks you just throw it away and buy another. And sure China can cut us off from buying another, but we have 15 years with most panels to use them while we build out local manufacture if needed. (even beyond that point you likely get usable output)

A panel is just a dumb slate of crystals that shoots out electrons, the wires and inverters and rest-of-system are up to us to design if we're indulging our China-panic. But we're basically being paid to take as many dumb panels as we can warehouse. Whether you believe that oversupply is a weapon, a mistake, or just normal industrial strategy is basically irrelevant.