Solar industry: Overcapacity persists despite global energy crisis

China’s solar industry is still struggling heavily with the consequences of overcapacity. Contrary to expectations, the Iran war is not driving demand higher.

16. April 2026
Chinese industry insiders say the war in Iran will have only a marginal impact on global demand for solar energy. They do not expect a surge in demand. (IMAGO / NurPhoto)

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Last updated: 16. April 2026