Looked at crudely, the world's solar pv industry is mass manufacture in Germany, Japan, and to a lesser extent in China and the USA for module sales and installation in Germany, Japan and the USA. By and large, when you strip out China, most of the production tends to be for the domestic marketplace.

The wind industry I would argue is a lot more globalised.

Take today's news of 2 Big orders for Vestas and Repower Systems in Greece and Japan.

A Danish company selling to Greece and a German company selling to Japan. There's no equivalent kind of interplay going on the international solar scene on that scale.

An exception though might be the extraordinary size and success of Renewable Energy Corp from Norway - the world's biggest alternative energy company by market capitalisation.