Jesse Peltan
@JessePeltan · Dec 8, 2025
Silicon dioxide is ~60% of Earth's crust, but silicon refining only exists at scale inside China.
The *first phase* of Tongwei's Inner Mongolia facility is 50% bigger than the *total capacity of every facility outside China combined.*
China has the cheapest silicon in the world
Jesse Peltan@JessePeltan· Dec 6, 2025China built 3x as much solar cell production capacity in the past year as the rest of the world has in total.
Elon Musk
@elonmusk
💯
01:36 AM · December 8, 2025 · 14.5K views
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