ChinaTalk China's Solar Industry
Jul 7, 2021
Andy Klump, CEO of Clean Energy Associates, dives into the rise of China's solar industry, highlighting its strategic advantages that have led to global dominance. He discusses the implications of U.S. import bans on components from Xinjiang and how buyers will adapt. The conversation touches on the challenges of supply chain traceability amidst forced labor allegations, and the ongoing evolution of solar technology. Klump also emphasizes the need for better manufacturing systems to ensure integrity and accountability in solar production.
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China's Solar Supply Chain Dominance
- Chinese manufacturers succeeded due to supply chain advantages.
- They clustered suppliers within a small radius, fostering intense price competition and just-in-time inventory.
Early Players in China's Solar Industry
- Trina Solar and SunTech were early pioneers in China's solar industry.
- Beijing's recognition of solar's economic importance came later.
Polysilicon Procurement in 2006
- In 2006, polysilicon procurement was a complex process dominated by a few non-Chinese suppliers with high prices.
- Andy Klump led Trina Solar's efforts to secure long-term polysilicon agreements amidst this challenging landscape.