> solar panel installed doesn’t disappear if China changes their stance
Most countries have days to, at most, months of imports of oil in reserve. In contrast, a panel embargo wouldn’t have disastrous effects for years. But reliance it is the same. If you’re dependent on Chinese panels, China can cap your energy growth at whim. The degradation will be slow thereafter, but present nevertheless.
Using foreign panels for anything other than bootstrapping domestic or allied production would be the EU repeating its follies first with Russia and then with American LNG.
What are the alternatives for Europe? Continue to import oil and gas? Have some of your most important economic inputs price and supply controlled by the dumbest egomaniacs alive?
Nuclear? Good luck building it on time and on budget. Also where exactly are you getting that Uranium from? I’m not necessarily against nuclear I just don’t think there’s much you can do in five or ten years to move the needle with Nuclear.
Wind? Actually a good option as it has a strong domestic supply chain.
Solar? Buy China’s cheap panels as long as they are selling. If they stop selling figure out how to do it yourself. It’s not some big mystery how panels get made, China just had the foresight to invest in the scale required to drive prices down.
Coal? I mean at least it’s local. But solar + batteries are either beating it now or will be in the next few years if the same trends that have held for the last 30 years continue for the next 2-5. So you’d be investing in a more expensive, dirtier technology for what end?
There is no world where you get to not make a decision and the risk just disappears. I think renewables have the clear advantage here and have very manageable risks.
The EU has the talent to ramp local production of panels and batteries in years, which as the parent said is how long a panel or battery embargo would take to really cause a crisis.
I mean the EU has ASML, the Large Hadron Collider, and ITER, among other things. There is no engineering talent problem.
If they couldn’t do it it’s a political problem.
Stopping new panels in some hypothetical scenario is very different than stopping fossil fuel delivery when ch can stop ongoing energy production - it not even in the same timescale of problem