Environment China: Solar Supply Chain Q&A with Andy Klump

In this interview, CEA’s CEO, Andy Klump, talks to Environment China hosts Anders and Joyce about the PV and energy storage supply chains.

Covered in this episode:

• The scale of the largest solar players

• The upcoming solar and battery technologies and whether China is a tech leader

• The overall health of the Chinese solar industry

• The main challenges in the industry right now

• Whether other countries have the chance to compete with China on solar given its leading position now

• The relative complexity of he solar supply chain compared to the battery supply chain

• The extent to which materials supply bottlenecks will continue in both industries

• How clean energy will evolve—will it still be central plants, or will distributed RE plus storage play more of a role in China than it has so far?