As the PV industry reckons with its social and environmental impact and the byproducts of its processes, beyond the near-term questions over provenance and manufacturing ethics, concerns at the horizon of a module’s lifespan are coming more and more into focus.
Newly granted patents for solar cell architecture that reduces silver costs and increases power generation could see the new technology draw closer to commercialisation.
A secure transition to net zero emissions globally will require countries to diversify and expand the production of solar modules, whose supply chains are heavily concentrated in China, according to new research from the International Energy Agency (IEA).
Buy aluminium and steel when possible in order to accumulate stock and hedge against continued price rises for both. While the price of nickel has undergone a “short squeeze”, copper is likely to continue trading sideways in the near term and there is no immediate risk to silver supply.
