AS Published on Tuesday 16 March 2021 - n° 354 - Categories:PV Watch
A look at what the current silicon shortage means
While China is the country still subject to economic planning and where fundamental decisions are taken at the level of the Communist Party, it is surprising that shortages of glass, and currently silicon, are being announced when the manufacturers of the sector have scheduled some 40 capacity increase projects with huge investment figures at the beginning of 2020.It is surprising that shortages of glass, and currently of silicon, are being announced when manufacturers in the sector have scheduled some 40 capacity expansion projects with huge investment figures for early 2020. It is a step to believe that the shortage was organised to see what would happen, but it is perhaps necessary to take it, unless we can find a way to make it happen.It is perhaps necessary to take this step, unless the "disruption" that this shortage represents intervenes to redistribute the cards within the sector. In any case, it is significant and should be taken as such.