Much of the world's solar gear is made on fossil power. The International Energy Agency finds that "coal generates over 60% of the electricity used for global solar PV manufacturing," far above coal's ~36% share of typical grids. That is because over 80% of PV factories sit in Chinese provinces like Xinjiang and Jiangsu, where coal dominates the grid.
China has poured over $50 billion into solar factories since 2011, roughly ten times Europe's investment, cutting panel costs by about 80% and fueling a worldwide solar boom. But those panels were produced on coal. In one analysis, they repay their manufacturing CO2 in only months, meaning the emissions were dumped up-front in China's coal plants. Any major disruption to China's coal power or factories (from grid shocks to trade barriers) could thus send ripples through the global PV market.
China's coal and heavy industries also feed its clean-tech supply chain. Coal-fired steel mills supply the aluminum and metal parts for EVs and panels, and coal chemicals provide battery precursors and silicon for solar... At the same time, Chinese oil and gas giants (CNPC, Sinopec) have set up solar, wind and battery divisions, redirecting fossil profits into green ventures.
Another interesting statistic from the article: "In Thailand, Asia's long-time auto hub, Chinese EV brands now command more than 70% of EV sales."
Thanks to Slashdot reader RossCWilliams for sharing the news.
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