Inner Mongolia’s 14th Five-Year-Plan includes plans to develop polysilicon production capacity of between 210,000 tons and 550,000 tons by 2025 for just the subdivisions of Hubao’e and Bayannaoer. The larger of those two numbers is almost equal to current global output, but given the monumental scale of planned Chinese polysilicon expansions, and Inner Mongolia’s status as China’s most industrially dynamic administrative division, these numbers are perfectly credible. This week manufacturer TBEA announced a $938 million, 400,000-ton facility, the first 200,000-ton phase of which will be complete at the start of 2023. Another huge polysilicon announcement this year in the Autonomous Region was 200,000 from Xinte Energy, while GCL-Poly began construction of a 300,000 ton facility this year. It remains to…