Ed Ballard

has a lot of that capacity. So if you're a company, some of them are Chinese, that are making solar modules in America, you'll say, well, look, I'm here, I'm boosting American manufacturing, but I can't get the stuff I need in the United States. I need to get it from somewhere. And we're going to move to another part of Southeast Asia.

And at the same time, these tariffs also create more of an incentive for the U.S. to move up that manufacturing chain and start building the solar cells in the U.S. as well. But that just takes a long time. That was The Journal's Ed Ballard.

And at the same time, these tariffs also create more of an incentive for the U.S. to move up that manufacturing chain and start building the solar cells in the U.S. as well. But that just takes a long time. That was The Journal's Ed Ballard.