Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
How Chinas Solar Dominance Is Shifting Global Energy Economics
China now controls over 80% of global solar manufacturing, from polysilicon to finished panels. This dominance has driven module prices down 90% in a decade, reshaping energy economics worldwide. But it also creates vulnerabilities: trade tensions, domestic overcapacity, and geopolitical risks. Lucas and Luna examine how China's solar machine is changing the calculus for governments and utilities, using specific data points like the 6.78 yuan per dollar exchange rate and export figures. They discuss whether this concentration of supply is sustainable and what it means for the global…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.