Chase: Nearly 1 TW of Polysilicon Capacity Is Slated to Come Online by 2024
Jenny Chase · Unpopular solar opinions, 2022 edition · Dec 1, 2022 · at 10:45
Jenny Chase discusses expected supply expansion in polysilicon manufacturing to relieve solar supply chain constraints.
0:00 / 0:07exact quote · 7.3s
720p mp4 · rendered on demand · StarZero watermark
“There is nearly a terawatt of new polysilicon manufacturing capacity intended to come online in the next two years.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Jenny Chase
Chase: Solar glass and Tesla Solar Roof are a waste of time
“Exactly. And they're both a waste of time.”
Chase: Global Polysilicon Shortage Will End in Early 2023
“We think that this, the polysilicon shortage, we strongly think will end maybe in the next three months, although I've been saying that for a while.”
Chase: No perovskite lab product can last ten years in the field
“You still don't have a perovskite lab product that would really last 10 years in the field. And bear in mind that silicon solar modules are under warranty for 25 years, and a lot of developers are talking about forty-year lifetimes being assumed these days.”
Chase: European Solar Salespeople Pitch Returns Based on Unrealistic Power Inflation
“When salespeople sell solar systems, they have a very strong incentive already to assume that the power prices will increase, and then tell the consumers, oh, it will pay back in X years, or it will make you an IRR of 50%, and you look at them, and they're act…”
Jenny Chase: Solar will be built for green hydrogen production by 2030
“And that's even before you start thinking about, are we going to build solar to make hydrogen? And I suspect that by 2030 we are, just because we've got no idea how else to manage the problems of intermittency and how to decarbonize steel and fertilizer.”
Chase: European Governments Grant 18-Month Merchant Power Relief to Stalled Solar
“They've said, if you build your project now, we'll give you the merchant power price for the first 18 months, or until your project was due online. And since that is, well, technically the cap is a 180 euros a megawatt hour, and if you think of these projects …”