The biggest growth story in solar this year will be China – installations will grow from 87.4 GWac last year to at least 150 GWac (180 GWdc) this year. Which makes it even more remarkable that Chinese module exports will also grow, with pretty much every region other than the East Asian periphery (Japan South Korea and Taiwan) posting rapid growth. Explaining the ability to continue rapid exports as domestic demand nearly doubles, Chinese manufacturing is up 71% this year as per cell output, which was 84.3 GW in the first four months of 2022 and came to 144.35 GW in the first four months of 2023. Other segments would show the same story, with the first five months of…