U.S. businesses can profit from China’s clean-energy boom—if trade tensions don’t disrupt their flow.
ENERGY UNDAMPENED A solar-power station built atop a lobster fishery in Huzhou, China.

SO MUCH FOR CLAIMS THAT THE U.S.-CHINA trade war is boosting American jobs. REC Silicon, a Norwegian firm that produces polysilicon at its plant in Moses Lake, Wash., announced in May that it planned to mothball the facility this summer “unless access to Chinese polysilicon markets is restored.”

REC has postponed a final decision, on the chance that a truce might emerge. But the facility’s uncertain future hints at a broad, troubling trend. Polysilicon is a key raw material used to make solar panels; China is

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