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  • First Solar's Year Long Run: The Google of Cleantech? [View article]
    I must point out that the CdTe material FSLR uses is NOT cheap at all, from an earth resource point of view. Cadmium is extremely toxic and an extremely high cost to environment. Tellurium is more rare than platinum on earth. The extremely limited global supply of tellurium really put a tight cap on FSLR's growth potential.

    The whole world produces about 215 tons of tellurium per year, even less than platinum. FSLR needs 135 tons per GW of production. Due to other usages, tellurium price already boomed from $4 to over $100, implying a severe shortage. How FSLR is going to find tellurium source to feed its new factories being built in Malaysia? This company has no growth potential whatsoever.

    See a related article:
    bloggingstocks.com/200.../

    Read more on my blog:
    stockology.blogspot.co...

    It's a shame that a rare and precius material like tellurium should be wasted on trivial things like generate a few watts of solar electricity.
    Nov 13 02:35 am |Rating: 0 -1
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