1/2 Caixin: "China’s solar power manufacturers, once the vanguard of the country’s green energy ambitions, are mired in a war of attrition. By mid-2024, prices for polysilicon, wafers, cells and modules had all fallen below production... www.caixinglobal.com/2025-08-26/c...
2/2 costs, wiping out profits along the supply chain. And complicating the effort further, capacity keeps rising. Domestic polysilicon output increased 5.7% month-on-month in July, with production forecast to rise an additional 16% in August." carnegieendowment.org/posts/2025/0...
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Sounds perverse, but in this case China is really doing the planet something good, unless I am missing something.