TellAVision

Solar Grade: A Silicon Revolution

aquaculture/SolveClima... - thanks again.

brenkov, all - RSI is a winner but still as messy as any method. If you still want to get in and if you've got a lot of money, write me off-list.

The difference between semi-conductor semi-metals for IC wafer and photovoltaic conductor semi-metals for cells is that Moore's Law is dependent upon the Raw Materials Supply Law with cells. This inverts the relationship because with the core technology of IC wafer we are getting things smaller, whereas Raw Materials Supply Law dictates the we are getting things larger, trying to achieve cost efficiency while "spreading out" the core material's technology, not shrinking the technology's material core. Surface area in subatomic frequency of cyberspace is not the same factor as surface area in the photonic-scale real world. In fact it is the inverse. We may be learning at regular clip but it may take longer and longer to increase cost efficiencies of silicon PV by way of Moore's Law reasoning. It's a totally different playing field.

While the world grapples with an accelerated and cascading pace of problem definition change, as volatile as that is, I'm thinking more along the lines of chaotic attractors, inclusive of the human brain's "cognitive efficiency" (basically, learning, or mimicking how computers think so efficiently) vs. our incumbent human "bandwidth" issues effect everything we perceive as changing.

It's often said that the more things change the more they stay the same and I think investors and the general public and individuals, me included, often forget this old adage. The Raw Material Suppliers in demand will effectively (and efficiently) in concert with the rest of the financial and energy markets, will keep the cost of PV supply right around "wherever it's been" in any more-demand-than-suppl... fluctuating market, protecting their maximum profits, just like the dirty energy industry.

How breakthroughs in silicon PV efficiencies and/or with the material supply production are perceived and how the effect of efficient assembly, distribution, deployment of PV or other clean energy schemes are amortized into the energy markets, should be just as important as other types of events that dramatically effect financial markets , but they are not.

Solar Grade: A Silicon Revolution

Edgar, are you SolveClimate, author of article at diatribune? didn't see an = sign... ~:-)
In any case, the McCain Dipstick is hilarious and pathetic at the same time.
Thanks also for your replies to commenters by name and my new shortened blogger moniker I've adopterd.

Solar Grade: A Silicon Revolution

Indeed, a lucid article if not exceptional blog post, but mostly old news to me. And yes, Steve Amendola is a genius. How do you get in touch with seeking alpha authors privately?