Global PV Market's Center of Gravity Shifting to North America

This is exciting news, if true. My guess is the tax changes for alternative energy along with all the R&D in the US are creating this. Global PV Market's Center of Gravity Shifting to North America MarketWatch

An example, that surprised me, is Dow Corning Takes A Shine To Solar in partnership will invest up to $3 Billion. This is significant in the poor credit market, that Dow is moving ahead in the Solar area.