Two related issues facing China’s solar industry right now are the rising prices of components, and the end of subsidies this year, after which solar will have to compete at grid-parity against coal and the like. Silicon components in China fell in price in June, but since July 15th, they are up 50% going by Bloomberg figures – they haven’t been so high since late 2018. Much of this rise has been during just the past week. This is because two polysilicon factories in Xinjiang, owned by Daqo and GCL-Poly Energy Holdings, were disabled last month by explosions in separate incidents during maintenance. GCL’s factory was 10% of the global supply, and Daqo’s was one-sixth that size. Moreover, additional safety…