In the course of the company’s Q2 earnings call, NextEra CFO Kirk Crews has claimed that by the end of the two-year tariff grace period imposed by the President, “we expect our suppliers to be making ingots and wafers outside of China.” If true, this means we are seeing the US post-China solar supply chain taking form. Crews reminds us that the Department of Commerce clarified in early May that panels made with wafers manufactured outside of China are not subject to its investigation, which has the ability to impose punitive retroactive tariffs on modules deemed to be substantively manufactured in China, even if the cell or module work was done in the four countries of Vietnam, Cambodia, Thailand, and…