Chinese solar problems.
China’s solar firms, once deemed too competitive, now face monopoly accusations
Major producers are suspected of using Beijing’s anti-involution campaign as an excuse to rig prices.www.scmp.com
China has produced so many solar panels that it has pushed prices down: it now wants to shut factories to save its industry
The first thing you notice is the silence. On the edge of a dusty industrial park in eastern China, a row of once-roaring solar panel factories standsthaihut.org
Problem or opportunity? See what they did in Pakistan. They can now dump a ton of solar panels anywhere else that is energy starved, to gain geopolitical leverage.
Further to....
‘We expect EU to abandon its 42% industrial hydrogen RFNBO mandate for 2030 later this year’: WoodMac
The analyst forecasts more big cancellations in the coming 12 months, it reveals in its predictions for 2026www.hydrogeninsight.com
This is the Hydrogen we were supposed to supply instead of the Natural Gas they asked for?
Hydrogen has (mostly) been a scam. Mostly made from fossil fuels. At high cost. And difficult to transport thanks to embrittlement. Useful for certain industrial applications.
In any event, I vehemently disagree with giving the Europeans cheap gas. Let them move their energy intensive industry to Canada so we can get jobs here. There's no reason for us to effectively subsidize glass and steel manufacturing in Germany when there's folks in Canada who need manufacturing jobs. Heck, put that manufacturing right in Alberta.
