Your Solar Supply Chain Starts in China

You’ve got three panel quotes in your inbox, and you can’t tell which supplier will still be in business in two years. I’ve sourced solar components in China for over eight years, and the quote sheet almost never answers that question. The stock market does.

Here’s the fact everything else rests on: in 2023, Chinese factories produced over 80% of the world’s polysilicon and more than 97% of its ingots and wafers. That’s not a trend. That’s the baseline. Try to source around it and you’ll pay more, wait longer, and end up with older cell technology.