It's nice that this buyer's consortium is committed to buying domestically produced crystalline silicon solar panels, but it's not clear how anything will come of it. Chinese producers have largely switched to polycrystalline. It's inherently cheaper to produce, and they've managed to raise efficiencies to the point that it's competitive with crystalline. Perhaps domestic producers have information that assures them they'll be given tariff protection; otherwise it's hard to see them outcompeting China with old technology.

Maybe they've developed new coatings or other tricks that will give them a proprietary advantage for a few years. It's certainly possible, but the article doesn't suggest it.

Will these manufacturers have the necessary supply chain of raw materials to meet these needs? Or do the overseas producers have a locked in amount of raw material contracts that will limit what's left for them?