Amid the PV industry's toughest downturn, JA Solar held its 2025 annual results briefing on May 6 2026, offering the market a key glimpse of when the sector may turn the corner.
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.
“We have copper shortages, aluminium shortages [and] all kinds of raw materials are struggling,” says Global Electronics Association's CEO, John Mitchell.