The short answer is that nothing did happen, for all intents and purposes. If there was going to be any kind of market shock, it would have happened last summer.

The International Trade Commission ruling was expected by nearly everyone in the solar industry. Chinese module makers will continue to supply the US market profitably, albeit at tighter margins. And even if they were shut out of the US altogether, they are scarcely able to keep up just now with surging global demand for PV modules.

Despite