A simple order story from the newsroom of First Solar shows a picture of the position that solar has reached during the polysilicon crisis – with all solar developers unable to make their figures add up during the current pricing crisis, prepared to sign up for module supply wherever the offer is concrete. This is felt more acutely in the US, where non-bifacial solar still has huge tariffs to pay, on top of the rising costs associated with polysilicon, glass, silver, copper, aluminum – much of it exacerbated by ballooning transport costs. This, plus the effects of the Ukraine war, has had solar adherents picturing a future where the US needs to be energy secure, and not rely on oil…