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Mon Nov 19th 19:05 PM | Rating: 0 0
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First Solar Vulnerable to a Tellurium Shortage?

Let's do some math here.

A Terrawatt is 1000 GW. Terrawatts must be at least 2000 GW - let's assume that the CEO equated 2 TW as "Terrawatts"...

1 GW of power requires about 135 tonnes of Te. So, 1000 GW should require about 135,000 tonnes, and 2000 GW (2 TW) requires about 270,000 tonnes of Te.

So, the CFO indirectly stated that there is 270,000 tonnes of Te available, presumably for FSLR's exclusive use.

According to the USGS, the GLOBAL reserve base is only 21,000 tonnes.

minerals.usgs.gov/mine...

Seems like the CFO has some connections from another planet.

Please correct me if I'm wrong - otherwise, would you still invest in FSLR knowing this?
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