Is it possible that we see saturation with solar power production in Chinese electricity grid? With more solar installations will solar curtailment increase in China? Electricity storage is a possibility, but batteries in China compete with cheap coal power.
https://www.reuters.com/sustainability/climate-energy/chinas...
It is entirely possible to cover a plateau in demand in an industry without being weirdly shrill about the idea of businesses losing out to competitors, their share prices going down, or being surprised that competition leads to lower profits.
Reminder:
Magazine title: The Economist.
Focus since its founding nearly 2 centuries ago: free trade and free markets.
A decent source, quoted in the article is Jenny Chase:
Her team is forecasting a plateau and no short term uptick from the war in Iran:
https://bsky.app/profile/solarchase.bsky.social/post/3mmypc2...
That's bad news for everyone, especially those sub-saharan markets in the graph that are not getting cheap electricity and so will remain poor.
Compared with share prices of Chinese panel manufacturers, that's worth writing articles about.
Lets look at share of solar electricity in production in year 2025
China 11,1 %
Germany 19 %
Chile 25,2 %
https://lowcarbonpower.org/region/People%27s_Republic_of_Chi...
https://lowcarbonpower.org/region/Germany
https://lowcarbonpower.org/region/Chile
Could China in coming decades reach German or Chile level of solar in electricity mix?
As mentioned in the @solarchase.bsky.social post, in absolute numbers there is very large potential for increase in solar production in China. As is also very large potential for increase in non-solar production in China. How will the solar share evolve?
https://www.reuters.com/business/energy/charting-chinas-evol...
The date: August 19, 2025
Ask yourself whether anything has happened globally since then that has caused orders for solar cells and batteries from outside China to dramatically increase.