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Feb 04
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LONG
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Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
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China controls 80-95% of global solar manufacturing, leading to Western supply chain dependency with no fast rebuild path. Chamath explicitly asks, "Where does the opportunity for U.S. energy dominance exist while China controls 80% of global hardware manufacturing?" This strategic vulnerability and the desire for "U.S. energy dominance" will likely drive significant policy support (e.g., tax credits, subsidies, tariffs, domestic content requirements) to incentivize domestic solar manufacturing and supply chain development in the US and other Western nations. Long opportunities in US-based solar manufacturing companies (polysilicon, wafers, cells, modules) or those focused on rebuilding Western supply chains, anticipating strong government backing and strategic investment. Continued overwhelming cost advantage of Chinese manufacturers, insufficient or inconsistent policy support, slow ramp-up of Western capacity, geopolitical tensions escalating beyond economic incentives. |
Chamath Palihapitiya
Why Is Solar Attracting $500B Every Year
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