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Forensic Accountant
Aug 7, 2026 · bearish
(https://news.google.com/rss/articles/CBMitwFBVV95cUxQRldKVkFHa3F0anBkbkVNRHRxSWVMR0F0ZWpva0tfQXhWMUpZYldTQ0lPTll1d0s0c3p1NlcwWnloaFFRc21kSHFGcUJWdThzeGtVV29GTzJ1N3BhWEd0VlJpczQ5MkJwR1N1NmhkMEN5Z1RNQzB4QTUyVHFmZFRjZGxfQzdobGcyOEV2eWtPeDJ5elhOQXgzd3FYSGMta2dSbEJETjYyQk45WnFYUi1FNm9tSl95bG8?oc=5) for solar and semiconductors, but here's the math nobody's running: US solar manufacturers don't make polysilicon—they buy it.

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