Su: Captive coal plants supply 60% of energy for Chinese solar manufacturing
Susan Su · The $6 trillion threat to climate tech finance · May 6, 2026 · at 33:10
Susan Su explains how falling solar hardware costs are subsidized by captive coal power plants tied directly to manufacturing in China.
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“So it's kind of like you know, behind the meter for coal for a solar facility. So it's accounting for, I've seen some estimates, accounting for 60% of the energy used to produce these solar panels.”
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