In this interview, UNSW's Yansong warns the solar industry will exhaust global silver reserves in five years unless commercial-scale recycling infrastructure is developed.
The company has formally terminated its originally planned 15GW ingot pulling and PV cell manufacturing project, redirecting its resources to the more promising lithium battery silicon-carbon anode material sector.
Australia's utility-scale solar sector must halve generation costs to around AU$25-30/MWh (US$18-22/MWh) to unlock a pipeline of projects capable of delivering the 10GW of annual capacity additions needed for decarbonisation, according to the Australian Renewable Energy Agency (ARENA).