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China's Blistering Solar Growth Runs Into Grid Blocks


China's rapid solar power expansion is slowing due to grid bottlenecks, market reforms, and diminishing rooftop space, with new solar builds dropping 32% in March year-on-year. Reuters reports: The country's solar power expansion is slowing due to tighter curbs on supplying excess power from roofto...

The main factor slowing the expansion of distributed solar - installations built near the point of use, mostly on rooftops - is that there is not enough storage or transmission capacity to soak up the excess power generated when the sun is shining. "In the next couple of years, this is going to be a huge problem that all provinces will face as grids are oversaturated, the infrastructure is overwhelmed," said Cosimo Ries, an analyst with Trivium China, a policy research group. At the same time, grid companies are dialling back the 5% curtailment limit, "creating the risk for project owners that their generation might not be bought", said David Fishman of Shanghai-based energy consultancy the Lantau Group.

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