Another surprisingly far-flung polysilicon factory has been proposed – this time in Angola, following one in Oman and another in Queensland. This time the backer is the Chinese company Qinghai Lihao, one of the crop of new polysilicon companies founded during the post-pandemic price spike, having been founded in 2021. The size of this factory is 150,000 tons (~60 GW), a standard but very large size, which we expect will involve around $2 billion investment when or if fully built out. The plant will have 180,000 tons of metallurgical silicon production capacity and 150,000 tons of polysilicon, starting with a 50,000-ton first phase, and is has entered the news with a memorandum of understand with Sonangol, Africa’s second-largest oil producer.…