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      > The biggest polysilicon producers right now can go head-to-head with some of the biggest oil companies such as BP, Eni and ConocoPhillips — and panel makers aren’t far behind. Should Tongwei go ahead with plans announced in December to build a 400,000 ton polysilicon plant in Inner Mongolia, nearly doubling its current output, it might overtake even ExxonMobil:

      > Right now, seven Chinese companies have a bigger stake in the power source of the 21st century than the Seven Sisters of oil that dominated the 20th. If you want to understand the roots of the geopolitical angst driving Washington’s crackdown on China’s clean technology, it’s impossible to ignore that fact.