Elon Musk’s SpaceX has been sounding out multiple Chinese solar suppliers in recent weeks, industry insiders and companies confirmed, as the world’s richest man advances his vision for space-based data centres powered by constant solar energy – drawing fresh attention to China’s solar supply chain.
The discussions, which have not yet resulted in confirmed orders, triggered a rally in shares of several solar-related companies earlier this week, before sentiment cooled on Thursday.
Analysts and…