Solar PV cost inflation, Big Oil’s ‘emissions intensity’ ruse + LOTS MORE
💥Energy Flux💥Thursday 17th June 2021
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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…