捕鱼大作战

Do Chinese PV Subsidies Machinations Matter In The “Electrify Everything” World?

An from on the recent Chinese government decision to limit further  industry support。 Is this deja vu all over again from the 2012 module over supply or does it no longer matter?

“The impending downturn is not happening because of a PR from government bodies in China in late May 2018. It is the unavoidable consequence of 2 – 3 years of chronic over investment across the c-Si value-chain in China that was a time bomb waiting to explode.”

Question I have is, if if electrifying the whole global energy sector of means that electricity production needs to increase massively via  to meet timeline – roughly tripling over the next 20 years – does China’s manipulation of the markets matter as much going forward? Is there a downturn or is this a short blip?

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