Interesting https://www.bloomberg.com/news/articles/2022-04-13/solar-power-is-the-latest-industry-hit-by-china-s-pandemic-curbs?
The solar power industry is the latest to be hit by China’s strict Covid control measures, with equipment makers cutting production amid complaints of shipment delays and staffing problems.
Wafer production has been suspended in some factories in the coastal region close to Shanghai, driving up prices in recent weeks, Jefferies analysts including Johnson Wan said in an April 10 note.