Last year the Solar Energies Industry Association of America (SEIA) persuasively described how the reshoring of the solar manufacturing industry would pan out after IRA subsidies were brought in equal to around half of the marginal production cost (of the Chinese industry, at least). Cells could only be reshored because there were American module makers to sell to, wafer production can only be established once there is cell production capacity to sell to, and any new polysilicon production would need to wait for the certainty of domestic wafer production to sell to. All told the process would take up to 2027, with a couple of years from one segment to the next. That is what has panned out. Since the…