What if China really is pouring ever increasing amounts of money into output?
Solar indexed stimulus makes perfect sense for them too, and if they are doing it, with their obvious massive complement of solar, the only way to try to compete with them, is follow suit, but just do it better.
In their case solar indexed stimulus could come via supply of utilities Energy for free, like Tesla suggested should happen, empowering people by it's supply, rather than impoverishing, as it does when supplied at profit.
Notice who has the still partially classified life works of Tesla?