Rethink Energy 174: solar manufacturing came to 642 GW in 2023 with China's wafer exports doubling; Green hydrogen delayed, but still receiving $bn investments
In this week's episode the team discusses:
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- The scale of solar manufacturing in 2023, with Chinese outputs up by 67% to 622 GW at the wafer level, while its wafer exports - almost the sole supply source for all solar cell manufacturing in the rest of the world - are up by over 90%. \n
- Multiple delayed green hydrogen investments and negative coverage may open a space for blue hydrogen, while still only representing a temporary problem for the scale-up of electrolysis-based hydrogen technologies. \n