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Cheap Chinese solar panels push global capacity to nearly 1.2 terawatts

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GoKawiil Brief

Businesses and households worldwide, including Pakistan's Bestway Cement, are rapidly installing solar panels sourced largely from low-cost Chinese manufacturers. By the end of 2025, global installed solar capacity reached almost 1.2 terawatts, roughly triple the size of the world's nuclear fleet, according to the Energy Institute's Statistical Review of World Energy. Bestway's Chakwal cement plant alone now draws over a quarter of its power from solar, with more capacity planned by year's end.

Why It Matters

GoKawiil's interpretation of the reporting above, not reported fact.

The surge in affordable solar is reshaping energy access in developing economies, giving millions more reliable power through self-generation rather than centralized grids, while also helping households and firms cut costs amid inflation pressures worsened by conflicts in Iran and Ukraine. However, this decentralized, fast-growing capacity is straining power infrastructure and business models built for traditional centralized generation, raising questions about grid stability and future investment.

Key Takeaways
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Source: arstechnica.com, 2026-09-14

Published there as: “"Offensively cheap": Solar power is looking up”

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