Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Solar Exports Are Outpacing Its Trade War
Episode 56 of China Economy with Fexingo. Lucas and Luna examine why China's solar panel exports surged 28% year-over-year in May 2026, even as US tariffs hit 50% on Chinese solar cells. They break down how Chinese manufacturers rerouted through Southeast Asia and Mexico, why module prices fell 12% while volumes rose, and what this means for global renewable energy supply chains. Live data referenced: yuan at 6.76 per dollar, FXI up 0.2% in five days, and KWEB down 2%. A focused look at one industry defying the trade narrative.
#ChinaEconomy #SolarExports #TradeWar #RenewableEnergy…
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