The Big Solar Commoditization
Relentless forces turn solar cells into a commodity. Good for society, bad for solar producers. Is there any escape?
Relentless forces turn solar cells into a commodity. Good for society, bad for solar producers. Is there any escape?
Overview..
We need them..
It’s something bizarre..
Lower risk reactors on the horizon?
Too far, too fast, but they’re already reversing..
High population growth in the Middle-East will limit oil for export..
What’s going on? Have they taken on too many honerous supply contracts? An inquiry into the short-thesis in solar land.
US demand booming..
But not the way you think. I fact, quite the opposite..