Solar industry manufacturing capacity expansion plans in Q2 take hit from China

PV manufacturing capacity expansion announcements in the second quarter of 2018, were slightly higher than the previous quarter, although activity slumped specifically in June, post China’s decision to suddenly cap utility-scale and distributed generation (DG) projects (531 New Deal) but large-scale multi-gigawatt production plans in the first half of the year may have hidden an inevitable slowdown, despite the impact on downstream demand from China post the 531 New Deal.

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