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Interesting Paper on U.S. Solar Photovoltaic Manufacturing

[BCONTVentures]

Here's an interersting post from @cargo on the U.S. Solar Photovoltaic Manufacturing industry:

@cargo Very interesting research paper by the CRS on U.S. Solar Photovoltaic Manufacturing. $HPQ https://sgp.fas.org/crs/misc/R47093.pdf NREL estimates that as of February 2022, the United States ONLY has the capacity to produce 74,000 metric tons (MT) of polysilicon annually. Most of that polysilicon production went to the semiconductor industry. I believe that the REC silicon plant expansion in Washington is the only new production facility (expansion) being built in the US and IMO is the reason the Hanwha Corporation has vested interest in REC Silicon and is going to gain 100% of its future production with offtake agreements that will including its silane gas. Also mentioned in the paper is how expensive it will be to built a polysilicon plant. That is in US$ with 2018 pricing. "The feedstock for CS PV cells is polysilicon, refined from quartz. Such refining plants may cost up to $1 billion to build"

Long and Strong in PyroGenesis and HPQ Silicon!