Eksplosjon i 2 polysilicon fabrikker i kina


An explosion and a flood shut down two Chinese factories that produce polysilicon, a crucial material for photovoltaic cells, sending prices up 75% in less than two months. Solar glass prices also soared as increased use of two-sided, or bifacial, panels boosted demand, while capacity was constrained by limits on heavily polluting glass factories in China. Rising costs have so far not affected sales, but they have rippled through the solar supply chain, with module prices experiencing the first quarterly rise since 2015. That could be bad news for project developers who bid low prices assuming equipment costs would continue to follow their long historic decline

Artikkel fra 6 januar. Hvor mye vil dette påvirke prisene??

https://www.worldoil.com/news/2021/1/6/ten-renewable-energy-trends-to-watch-in-2021

Enda mer som vil legge til rette for åpning?
Redigert i dag kl 10:45 Du må logge inn for å svare
Sirbalo
12.01.2021 kl 15:07 1704

grei artikkel å lese for i år uansett :-)
Beinlich
14.01.2021 kl 17:02 1042

Interessant for REC-aksjonærer er "Rising costs have so far not affected sales". Altså selv ved 75% prisoppgang er etterspørselselastisiteten N.U.L.L.
Føyer seg inn i en rekke positive momenter ved REC, og industrien generelt.
Stay long, the sky is not the limit.
Redigert 14.01.2021 kl 17:06 Du må logge inn for å svare
True
14.01.2021 kl 17:20 864

Vi er heldige med den her ja. Ble litt bekymret her, men dagens kurs er positiv so no worries :)