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https://reneweconomy.com.au/solar-surge-china-smashes-pv-export-records-as-energy-crisis-fast-tracks-fossil-fuel-exodus/>
"The US-Israel war with Iran has had a major impact on global energy markets,
mainly through driving up oil prices – and destabilising supply – enough to
result in a major boost to electric vehicle sales and a major rethink on diesel
fuel use up and down global industrial supply chains.
But new data has this week revealed that solar is also benefiting from the
impact of the current energy crisis, with exports from global PV producing
powerhouse, China, hitting a record 68 gigawatts (GW) in March, double the
previous month.
According to new analysis from Ember, based on data from the Chinese customs
authority, solar exports equivalent to Spain’s entire installed capacity were
dispatched from China over the month of March, surpassing the previous record
set in August 2025 by 49 per cent.
The data shows all-time records for solar imports from China were also set by
50 countries in March, Australia included, buoyed by China’s April 01 abolition
of export tax rebates, which has added 9 per cent to solar panel costs.
Exports to Africa, for example, rose by 176 per cent compared to February 2026
to reach 10 GW in March 2026, while exports to Asia doubled to reach 39 GW –
both new all-time records and the two regions, combined, making up
three-quarters of the boost in exports.
“Elsewhere,” says Ember, “records were reached in other markets acutely
affected by high oil and gas prices, including Japan, Australia, and the EU.”
India was on top of chart for record solar imports in March, with 11.3 GW,
followed by Indonesia with 6.2 GW. Australia comes in at number 19 on the list,
with just under one 1 GW of imports for the month, at 0.95 GW – an all-time
record.
A further 60 countries imported their highest levels in six months."
Cheers,
*** Xanni ***
--
mailto:xanni@xanadu.net Andrew Pam
http://xanadu.com.au/ Chief Scientist, Xanadu
https://glasswings.com.au/ Partner, Glass Wings
https://sericyb.com.au/ Manager, Serious Cybernetics
