In the shadow of a summit between two great powers, South Korean solar companies found unexpected shelter. As Trump and Xi prepared to meet in Washington, markets read the strategic language surrounding American solar policy — entangled now with artificial intelligence, semiconductors, and national defense — and concluded that Chinese solar imports would remain unwelcome, regardless of what diplomats might offer across the table. Hanwha Solutions and OCI Holdings each rose more than 8%, a quiet signal that in an era of strategic competition, even sunlight has become a matter of national securi