Energy Flux

Energy Flux

Share this post

Energy Flux
Energy Flux
Solar PV cost inflation, Big Oil’s ‘emissions intensity’ ruse + LOTS MORE
Copy link
Facebook
Email
Notes
More

Solar PV cost inflation, Big Oil’s ‘emissions intensity’ ruse + LOTS MORE

💥Energy Flux💥Thursday 17th June 2021

Seb Kennedy's avatar
Seb Kennedy
Jun 17, 2021
∙ Paid

Share this post

Energy Flux
Energy Flux
Solar PV cost inflation, Big Oil’s ‘emissions intensity’ ruse + LOTS MORE
Copy link
Facebook
Email
Notes
More
Share

Get 30 day free trial

There’s an ominous new macro narrative for solar PV. Precipitous cost reductions of the last decade are being undone by rising costs of raw materials and polysilicon. Fuelling the uncertainty is geopolitical heat over use of forced labour at some Chinese polysilicon factories, which could trigger a re-evaluation of the cost competitiveness of solar in p…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Energy Flux Limited, London EC1N 8DX
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More