First Solar: China aims to checkmate US solar competition with new export rules. But this solar company is the laughing third!
Reading Time: 3 minutes
A recent report from "Reuters" signals a turning point in the global energy transition. Beijing is considering export restrictions on highly advanced manufacturing equipment for solar cell production. The focus is primarily on machines for Heterojunction Technology (HJT) and TOPCon processes - the technological backbone of the next generation of silicon solar modules. While this news puts US project developers, young factory initiatives, and Tesla in a tight spot, it solidifies the exceptional position of one company: First Solar (FSLR) Beijing's...
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