Ed Ballard
speaker
163 appearances
7 recordings
2 series
first heard Apr 2025
last heard 30 Aug
Ed Ballard’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 1.
Appearances
Well, this is where you get into the weeds a little bit. So these tariffs are imposed on solar cells. They're building blocks for solar panels. And basically the US is a long, long way from being self-sufficient in that equipment. When it comes to the next level up, assembling those solar cells into what are called solar modules, which are like the solar panels that sit on your roof. The U.S.
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.
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