This week saw the news that JinkoSolar has begun work on a 20 GW solar cell factory which will triple its manufacturing capacity by the end of the year, and that GCL-SI has begun work on a 60 GW manufacturing complex in Hefei city. While opening factories in China is hardly unheard of, the current scale of expansion in the solar industry is unprecedented, vastly more than this year’s global demand of say 130 GW to 150 GW. Massive expansion also doubles down on the short-term issue of solar glass and polysilicon supply shortage, even if those parts of the supply chain have recovered from their nadir in the second half of 2020. It’s worth noting that polysilicon supply deals…