CNBC saying, "severe shortage of domestic solar cells...country needs FSLR and SPWR to ramp up manufacturing foot print immediately...shortages will continue well into 2015, 2016, and beyond."
Not sure how expensive it is to build production capacity for these companies, but it's clean energy and adds jobs while getting out of the middle east oil game.
I had not heard that was an issue. However, if so, why not build one in India and meet the local content rule. They could dominate the landscape.
Last I knew, FSLR was at 80% of capacity (is this correct?)...so they should be able to ramp up quickly.