China’s Solar Rebound Signals Discipline, Not Another Boom

China’s solar installations jumped to a six-month high in November, with developers adding roughly 22 gigawatts of new capacity, according to data released by the National Energy Administration. That’s even after 2025 proved to be a brutal year defined less by climate ambition and more by policy whiplash, tariffs, and overcapacity. On paper, November looks like a comeback. But it’s really more of a controlled burn. Installations surged earlier this year as developers raced to beat a policy deadline, front-loading an extraordinary…