Rethink Energy figures show 32.8 GW of photovoltaic capacity installed in Q3 of 2021 from 19 leading markets, which implies around 38 GW worldwide. That’s up 38% on Q3 2020, just as Q1 and Q2 were up 40% and 27% respectively over last year. If Q4 were also up by 30% year-on-year, then 2021 would have a massive 194 GW installed, up from 146.5 GW in 2020. Instead, supply chain issues will see that dented to only around 169 GW – a more optimistic prediction than the 160 GW we argued for prior to seeing these strong Q3 results. The midyear polysilicon price spike will make itself felt in installations made in Q4 overseas, with import figures already declining in…