One has to look at overall trends, there will be massive solar panel deployments globally over the next few years, that much is obvious. The panels have to come from somewhere and there are reports of recent and future price drops. Except for North American and perhaps the EU the world is buying Chinese panels from a few dominate players who have large market shares. It is a time of disruption and years before American and other solar panel makers went out of business or were bought by the Chinese, Canadian solar started in Canada is now Chinese owned and are one of the bigger players. Now the process is being repeated in low labor cost Asian production plants as automation takes even low paid and unskilled jobs in some areas. Panel production is a thing that can be highly automated. Tariffs play their part and places like India has tariffs of 100% on EVs and dunno about solar, but India is jumping in with both feet on that.
