Trina Solar has announced a 50,000-ton (~20 GW) polysilicon, 30 GW wafer, and 5 GW cell-module solar factory this time not in China but rather the United Arab Emirates. A facility of this scale must involve an investment of several billion dollars, and is comparable to September’s news that GCL Technology was in advanced talks with Saudi authorities to build a 120,000-tons polysilicon, with potential commissioning in 2025 (in which case a decision should come within 6 months). That’s another two-billion-dollar investment, we estimate. And this is becoming a trend because out-of-China factories will be able to sell into the US and Europe regardless of future trade war escalations. We are looking at a future in which the Gulf States…