Several months ago we covered EU ambitions to reach 30 GW of fully-verticalized photovoltaic manufacturing, and concluded that while there was a lot of policy support and planning put towards that, someone would still have to stump up $10 billion dollars, if not more, to reach that target. Last month Ursula von der Leyen announced the EU Green Deal Industrial Plan, which took action on permitting and funding for solar manufacturing capacity, but still didn’t write the $10 billion cheque. What has happened, as of this month, is the announcement of two new European solar factories. AE Solar intends to build 10 GW module factory in Romania, while Carbon of France has selected the site of its planned 5 GW…