Bloomberg
Chinese solar companies are gradually shifting the country’s solar supply chain away from Xinjiang as the US increases its scrutiny of the region.
Daqo New Energy Corp, which operates a massive polysilicon factory in the western China region, announced it would build a second, larger facility in Inner Mongolia. That’s part of a broader movement. Just 15% of announced or under construction polysilicon projects as of
November are in Xinjiang, according to BloombergNEF, compared to 40% of global capacity being there at the end of 2020.
The shift is happening as the US intensifies its scrutiny over allegations of forced labour and efforts to suppress the Muslim Uyghur minority there — claims that the Chinese government denies.