Yes, the US position doesn't make sense. The funds from the Chinese bank loans have been used to import manufacturing equipment and poly produced in the US. The Chinese then use this equipment and poly to make panels at low cost, to provide good value for the EPC companies in the US. Those getting rich on the Chinese bank loans so far have primarily been the shareholders of the US equipment and poly makers and US EPC, not really the Chinese panel makers they just got the debt out that deal.
Old topic and I'm repeating myself every time there's new development on this.