Where do the US companies get their materials? Rhetorical - I know it's in the Hal Turner article. Did anyone notice his clickbait headline? One of the 4 countries mentioned only got a %14.64 tariff, but that wouldn't drive clicks. If (and it's a big if) he is correct on any of this, I also wonder why he didn't mention China's tariff rates are the %145 or whatever POTUS has them at right now.

I asked Grok. The answer is too long, so here is a link: https://x.com/i/grok/share/XEXoishbJMWt46ZiIGSBKHsOI

Here is a summary:

U.S. solar panel manufacturers source silicon, glass, and plastics primarily from China due to its dominance (70-97% of global supply for polysilicon, wafers, and cells). Aluminum and copper are sourced both domestically and globally (e.g., USA, Chile, Canada). Silver and tellurium come from diverse global mines, with some U.S. supply for tellurium. The IRA is driving efforts to onshore more of the supply chain, but as of 2025, imports—especially from China, Malaysia, and Cambodia—remain critical due to limited domestic production of wafers and cells. Ethical sourcing and cost competitiveness are ongoing challenges.