"Chinese solar companies have built enough capacity to meet world demand roughly twice over, and have lost money, individually and collectively, for years despite record installations."
This is a financing and supply chain problem to soak up all of this production globally.
(India and Turkey also have more production than domestic demand, tangentially)
toomuchtodo•11m ago
China solar giants shed another 40,000 jobs last year as overcapacity persists - https://news.ycombinator.com/item?id=50107347 - October 2026
"Chinese solar companies have built enough capacity to meet world demand roughly twice over, and have lost money, individually and collectively, for years despite record installations."
This is a financing and supply chain problem to soak up all of this production globally.
(India and Turkey also have more production than domestic demand, tangentially)