The US wants 'domestic substitution' too? Better carefully make three calculations first

The US is pursuing policies of 'domestic substitution' aimed at reducing reliance on Chinese high-tech imports through tariffs and import restrictions, particularly in polysilicon, optical transceivers, and advanced robotics. This protectionist approach risks significant costs in energy transition, AI infrastructure, and innovation while likely prompting strong retaliatory measures from China.

This Wire brief sits within Fusion42's coverage of Clean Energy.