In our Q3 2022 global solar capacity figures paper released several months ago, we estimated that around 330 GW of solar modules had been manufactured worldwide in the course of the full year of 2022, which implied around 330 GW would be built in 2023. At the time we tried to shy away from the inevitable conclusion, arguing that perhaps various difficulties, such as those in the supply chain, plus transmission constraints, would limit things to only 280 GW or so this year. Since then we’ve come round to the obvious, that (roughly speaking) the 330 GW manufactured last year will be built this year. As of last week we’re backed up by Trendforce, which has published analysis arguing that…