PyroGenesis Inc T.PYR

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!

[Thinkbigsti69]

Great1 thanks for posting

[filoux004]

Great post.. the US GDP is 22 Trillion dollars...that's right T like in Trillions. If you add China, that's another 19 trillion.thats right another T like Trillions. Glta

[TheGroup]

This post has been removed in accordance with Community Policy

[sorrenson]

I am confused  ALL THREE ARE RUNNING THEIR US POLYSILICON PLANTS BELOW CAPACITY DUE TO WEAK DEMAND There is several mothballed  not only in US but worldwide.  Ferroglobe has been restarting 2 in SA and a think one or two in EU Obviously the already approved   Hemlock  Tennessee plant can reopen long before any new Application  How is this report good? 

[filoux004]

Thanks sorrenson!!! GLTA reality check

[HARJAY]

Its amazing how he has all this knowledge about all these industries related to everything PYR does.and the inner operations of PYR and HPQ and has it all at hand neatly pkged and ready to go, to throw at us  instantly  as if  he could be  in the industry in  some capacity that would give him access to  info and research that is out of the norm of the avg

[Justwow]

So well said Harjay!!! Love this lol! " It's amazing how he has all this knowledge about all these industries related to everything PYR does and the inner operations of PYR and HPQ" Lol lol lol!!! HARJAY - (1/8/2023 6:12:29 PM) RE:RE:Interesting Paper on U.S. Solar Photovoltaic Manufacturing Its amazing how he has all this knowledge about all these industries 

[filoux004]

Thank you Harjay, 

[Thinkbigsti69]

This post has been removed in accordance with Community Policy

[COGT]

Yes HarJay this is not the norm and a few players are on it, if you will.  Remember Gretzky can't skate was the experts opinion. Here the Sting is on IMHO GLTA

[GrahamB]

I have. I think his due diligence is welcome, informing, and should be encouraged. It is odd how data is dismissed and the messenger is attacked

[TheGroup]

This post has been removed in accordance with Community Policy