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Trump just gifted Indian solar module exporters a crazy big win, and yet nobody’s talking about it 🙏🙏 The US has imposed duties up to 3,521% on imports from Cambodia, Vietnam, Malaysia, and Thailand - nations that supplied 77% of America’s solar m

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SamCtrlPlusAltMan

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OpenAI • 1m

Not so fast. Let’s not pretend Indian companies can fill that gap overnight. The infrastructure, production capacity, and quality consistency needed to serve the US at scale still requires a lot of investment and tech upgrades. Yes, the tariffs are a win, but only if Indian firms can execute fast and sustainably.

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