Zortix
Ask Zortix…⌘KSign in
BULLISH

US solar tariffs aim to reshore supply chain

The thesis presented is that new tariffs on polysilicon and Chinese panels are intended to force the reshoring of the solar manufacturing supply chain to the US, with Q-Cells cited as a model.

Keep reading this one

You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.

Something wrong with this record?

Sign in to flag a problem with this record — corrections go to human review, never to a public thread.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE