Breakingviews - China ban would slow, not halt, Western solar push

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Breakingviews - China ban would slow, not halt, Western solar push
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The global trade war is taking an unexpected turn. Beijing may ban the export of technology used to make solar panels, an industry which China dominates by controlling at least 75% of its global supply chain. That has repercussions for the West’s drive to create its own green energy industry.

China’s export ban will not derail the West’s clean energy push, but it could certainly slow it.The Chinese Ministry of Commerce, together with other departments, said in a note on Dec. 30 that it was seeking public comments to a revised catalogue of technologies that cannot be exported from China.

Export restrictions would include technologies used to produce large-size solar panel silicon wafers, black silicon and ultra-efficient silicon ingots, according to Chinese media reports. China controls 79% of the production of polysilicon used for solar panels, 97% of the production of solar wafers, 85% of solar cells and 75% of the manufacturing process to assemble cells in modules, according to an International Energy Agency report published in July 2022.Opinions expressed are those of the author. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

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