China added more solar capacity in 2023 than – the World added in 2022 – China had ever installed in 2019 – the World had ever installed in 2015

3 comments

1. I’m curious what China will do these next two years with the overcapacity. Do they let P-type manufacturers go under? There’s over a terawatt of just N-type coming online and it’s now at price parity. They’ve had the tendency in the past to aggressively increase demand in order to passivate the domestic production, but there are limits to how much even China can absorb.

2. LNG and coal are going to have a bad time. They insist otherwise, but soon we will have to start using the Terra and Peta prefixes to talk about solar+wind.

3. I hope it’s not like their massive skyscraper projects that they then just knock down a year later