China might produce the most panels at volume but this isn't a hardline monopoly like being able to cut off oil pipelines. We can produce panels ourselves if we _need_ to (as a coalition of friendly countries), it will of course be more expensive, but expensive is better than not possible.

Also, the more panels we already have, the less reliant we are. Energy doesn't stop flowing because deliveries of new panels stop during a conflict. You just pause expansion. A very different scenario to fuel reserves running dry in weeks.