Jenny Chase: Global solar capacity recently surpassed one terawatt

“Exactly. And they're both a waste of time.”

“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.”

“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.”

“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…”

“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.”

“There is nearly a terawatt of new polysilicon manufacturing capacity intended to come online in the next two years.”