by joewp » Wed 13 Sep 2006, 02:05:15
$this->bbcode_second_pass_quote('max_power29', ' ')Are there enough of the components to go around for at least hundreds of millions of people?
I don't think so...
$this->bbcode_second_pass_quote('
Silicon shortage strikes industry', 'B')ut demand for solar cells has soared thanks in part to government stimuli such as California’s “million solar roofs” initiative and the state’s new greenhouse gas bill. Solar’s growing appetite for polysilicon has pushed up prices and constricted supplies of a substance that can only be made in complex and costly plants.
“In 2003, polysilicon was going for $32 a kilogram (about 2.2 pounds). Now it’s more like $75 to $80,” said Richard Winegarner, whose Healdsburg, Calif., consulting firm, Sage Concepts, tracks this rare product. Yet even at those prices, polysilicon is getting tough to find.
“You have solar procurement people traveling around the world with suitcases full of cash,” Winegarner said.The shortage has already cooled the growth of solar cell production from 67 percent in 2004 to roughly 30 percent in 2005, to a projected 10 percent in 2006, according to Piper Jaffray analyst Jesse Pichel, one of the first market watchers to sound the alarm.
“Solar industry growth is choked,” Pichel wrote in July.