The past week has seen a variety of Chinese energy companies begin or intensify their activities in the solar sector. The main motive for this is China’s energy transition policies, especially at the level of provincial governments. While China’s formal targets remain at 2030 for peak emissions and 2060 for net-zero, fossil fuel generators are already under pressure, and those targets are likely to be surpassed – perhaps even moving the carbon peak to 2025 if things go very well. However, the shift isn’t limited to only coal generators who must acquire a zero-emissions portfolio: their shift to photovoltaics has been going on for a long time. What’s more novel is that the shift to solar also involves hydropower and…