The Chinese solar industry is by far the dominant country in terms of solar product manufacturing with 9 of the top 10 manufactures of solar panels coming from China. The major Chinese companies have continuously added capacity at a far greater level than global demand as they look to kill their competitors through sheer scale […]

Chinese solar company Longi has transformed the global solar industry by managing to produce monocrystalline solar ingots and wafers at a much lower cost than the overall industry and has almost single-handedly transformed the industry’s dominant technology. The company has been rapidly expanding capacity to take advantage of its low-cost production process and currently has […]

The upstream part of the solar supply chain was the only part where Chinese companies were not dominating the market completely. Due to the complex chemical processes of making high-grade polysilicon, Chinese companies imported large quantities of pure grade silicon from Germany, the USA, and Korea. The initial years of the solar boom had led […]

The fall in Chinese demand in 2019 had led to a sharp fall in the prices of the upstream solar supply chain namely polysilicon, wafers, and solar cells. This has put a lot of pressure on the players which focus exclusively on those parts of the supply chain. Wacker the German chemicals giant which has […]

Even before the election of Donald Trump, solar energy had witnessed a war between the USA and China with both countries having imposed anti-subsidy and anti-dumping duties on each other. The USA started the war by imposing duties on imports of Chinese solar cells and panels which was followed by China putting stiff duties on […]

The solar capacity additions in China dropped to just 30 GW down from around 45 GW in 2018. The 30 GW was also much ahead of forecasts as almost 40% of the year’s entire total capacity got added in December of 2019 itself. China peaked at 53 GW in 2018 and since then the total […]