SPW lays out the arguments presented to Commerce at the July 18 hearings as they prep to make a final decision Aug 17. Auxin: any Chinese component — all the way back to polysilicon — must be forced under the tariffs and no companies excluded. Anti-tariff side: damage to manufacturing will be extensive (Silfab spoke of no functioning US silicon cell producers at the moment means relying on imported solar cells, which are largely from Southeast Asia), and excluded companies are able to thrive, and the wafer-forward ruling is profoundly erroneous.