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The one thing that the author didn't speak to --- is the 800 pound gorilla in the corner-- the power grid.

The Chinese can make as many panels as they want -- sell them to Octopus Energy- or what ever -- and walk away to the bank - knowing full well that that they have fulfilled what the want to do -- make money.

It's up to the seller -- to get the panels mounted and connected - either to individual homes / commercial sites or industrial sites -- the latter two most likely requiring a power gird.

There is no mention in this article -- about the estimated tripling of demand by 2050 -- because the article deals only with the status quo demand -- not any increases.

So the picture painted here is complete for status quo oriented readers -- but not for readers thinking about future needs.

As long as any power source requires a power gird to be connected to it's customers -- the grid is going to be too small -- simple fact.

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