Solar supply chain prices continue to increase only gradually from low values, with some volatility as both supply and demand grow, and profit (or the lack thereof) gets redistributed to different segments. According to Shanghai Metals Market commentary, this week wafer prices are volatile, and global module stocks have piled up to 115 GW, with 45 GW in China and 70 GW abroad (almost all Europe). Meyer Burger has complained that the 85 GW of Chinese modules imported into Europe in H1 2023 has contributed to a “lack of fair market conditions for European manufacturers in Europe.” The company is emphasizing its US manufacturing expansion by transferring equipment from a European factory. Some third-tier Chinese manufacturers may be driven out…