PV InfoLink has reported that China exported 33.8 GW of solar modules in H1 2020. This figure is little different from 32.6 GW in H2 2019 and 34.2 GW in H1 2019, but plenty is changing beneath the surface. Infolink’s numbers indicate that the four countries whose demand for Chinese modules has fallen the most are Mexico, India, Vietnam, and the Ukraine. Demand has increased in the USA (recovering from a negligible 490 MW in 2019), in Chile, and in ‘the Netherlands’. The Netherlands’ huge figure is owed to the role of its ports and warehouses in further distribution throughout Europe; that country itself will be installing only at most 1 GW per half-year for the foreseeable future. In other…