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.
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