9 May 2026 · Every story has many sides
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The EU is moving to reduce dependence on Chinese-made solar technology over concerns it poses security risks, including potential blackouts.

The matter is this: The European Union is moving to reduce its dependence on Chinese-made solar technology, citing security risks that could lead to blackouts. The question is whether any of the reasons given for the current arrangement would survive a conversation with someone who owed it nothing.

We are told that the sun, which rises in the east and sets in the west, has become a matter of statecraft. We are told that the panels which catch its light are not merely instruments of energy, but potential instruments of subversion. This is a strange turn for a continent that has spent decades preaching the virtues of free trade and open markets, only to now erect walls around the very technology it claims to champion. But let us look at this not as a matter of politics, but as a matter of common sense.

If I were to propose to you today that we build our homes with bricks made in a distant land, and that these bricks might, at the command of a foreign power, crumble into dust, you would rightly call me a madman. Yet this is the argument being made. The claim is that Chinese solar components pose a security risk. But what is the nature of this risk? Is it that the panels will stop working? Or is it that they will be used to spy on us? The former is a matter of engineering; the latter is a matter of imagination.

Let us strip away the historical costume. For years, Europe has relied on Chinese manufacturing because it was cheaper. This was a choice, not an accident. It was a choice made by governments and corporations who sought to lower costs for their constituents and shareholders. Now that the bill has come due, they wish to blame the supplier for the price they agreed to pay. This is not security; this is regret.

The argument that these components could cause blackouts is a fearmongering tactic. A solar panel is a passive device. It converts light into electricity. It does not have a mind of its own. It does not have a loyalty to Beijing. To suggest otherwise is to attribute human malice to inanimate objects. It is to suggest that the wind is treasonous because it blows from the north, or that the rain is seditious because it falls from the clouds.

But let us go deeper. The real issue is not the technology, but the dependency. Europe has allowed itself to become dependent on a single source for a critical part of its infrastructure. This is a failure of foresight, not a failure of security. The solution is not to ban Chinese technology, but to diversify. To build our own capacity. To invest in our own industries. But this requires effort, and effort is harder than fear.

The European Commission speaks of “security risks,” but what they mean is “political vulnerability.” They are afraid of being seen as weak. They are afraid of being seen as dependent. So they create a crisis where there is none. They turn a commercial decision into a national security issue. This is a common trick of governments. When they cannot justify their actions on merit, they justify them on fear.

Consider the analogy of a man who buys a coat from a tailor. If the coat is warm and fits well, he wears it. If the tailor is from a rival village, does the man stop wearing the coat? No. He wears it because it serves its purpose. But if the man is told that the tailor might cut the coat off his back while he sleeps, he will panic. He will burn the coat. He will freeze. And he will blame the tailor for his own foolishness.

Europe is burning its coat. It is choosing to freeze rather than to admit that it made a bad bargain. The solar panels are not the problem. The problem is the lack of a coherent industrial policy. The problem is the failure to invest in domestic manufacturing. The problem is the belief that security can be bought rather than built.

The reader must ask themselves: Is it reasonable to fear that a solar panel will betray us? Or is it more reasonable to fear that our leaders are using fear to justify their own incompetence? The former is a technical question. The latter is a political one. And politics, as we know, is often a matter of who can shout the loudest.

The truth is that the sun does not care about borders. It shines on China as it shines on Europe. The technology to capture its energy is not inherently dangerous. It is only dangerous when we allow it to be used as a weapon of political leverage. And we allow this by failing to secure our own supply chains.

So, what is to be done? We must stop pretending that the problem is the Chinese manufacturer. The problem is our own lack of preparation. We must invest in our own industries. We must diversify our sources. We must build a resilient infrastructure that does not rely on the goodwill of any single nation. This is not a matter of banning technology. It is a matter of building capacity.

The urgency is real, but it is not the urgency of a sudden attack. It is the urgency of a slow decay. We have neglected our own capabilities for too long. Now we must rebuild them. But we must do so with clear eyes. We must not let fear drive our policy. We must let reason guide us.

The reader is invited to consider whether the arrangement, if proposed today for the first time, would be accepted by any reasonable person. Would a reasonable person agree to rely on a single foreign source for their energy security? No. They would seek diversity. They would seek resilience. They would seek independence.

This is not a call for isolation. It is a call for self-reliance. It is a call to recognize that security is not something that can be imported. It is something that must be built. And it must be built by us, for us, and in our own interest.

The matter is simple. We have a choice. We can continue to fear the sun, or we can learn to harness it. We can continue to blame others, or we can take responsibility for our own fate. The choice is ours. And it is a choice that must be made now, before the winter comes.