May 4, 2026

The West keeps asking how much China subsidises its industries. That is the wrong question.

The West keeps asking how much China subsidises its industries. That is the wrong question.

TL;DR The Western debate about China’s industrial rise fixates on subsidies, but the real driver is commercialisation: the ability to take technology from laboratory to global market faster than any competitor. Government VC funds invested $184 billion in AI firms over two decades, but the resulting companies, BYD, CATL, DeepSeek, succeeded through state-funded domestic competition, […]

The West keeps asking how much China subsidises its industries. That is the wrong question. Read More »

Free market, curtailment, and storage reshaping Brazilian solar sector

Free market, curtailment, and storage reshaping Brazilian solar sector

Brazil’s solar sector is entering a new phase marked by curtailment, grid constraints, and regulatory shifts, with growth increasingly tied to new business models and market dynamics. Industry leaders say storage will be central to this transition, enabling system integration, mitigating risks, and unlocking future demand… https://www.pv-magazine.com/2026/05/04/free-market-curtailment-and-storage-reshaping-brazilian-solar-sector/

Free market, curtailment, and storage reshaping Brazilian solar sector Read More »

French IPP building mini solar farms via low-voltage extension

French IPP building mini solar farms via low-voltage extension

Solvéo Energies has expanded its Bélesta-en-Lauragais solar plant to 3 MW with a new 300 kW unit, using a decentralized low-voltage “mini solar field” design. The model enables faster permitting and grid connection while minimizing land use, despite slightly higher upfront costs… https://www.pv-magazine.com/2026/05/04/french-ipp-building-mini-solar-farms-via-low-voltage-extension/

French IPP building mini solar farms via low-voltage extension Read More »