Yingli Green's Earnings Flash a Buy Signal [View article]
I believe you mean Tellurium. My understanding is that First Solar is the only company that uses Tellurium in PV panels.
On Aug 21 12:11 PM Mayascribe wrote:
> (seekingalpha.com/symbo...) is a great solar play, given > that China's government is subsidizing the installation of solar > power in the urban areas to the tune of 50%, and the rural areas > of China 70%. How can they lose with this kind of subsidy? The report > you wrote above is proof of the pudding that YGE is one of the best > solar plays out there. > > I'm not sure if they use Tereruim in their solar panels, or not. > If they do, that rare earth mineral could spike as demand increases. > > > Thanks for taking the time to write this article.
Yingli Green's Earnings Flash a Buy Signal [View article]
On Aug 21 12:11 PM Mayascribe wrote:
> (seekingalpha.com/symbo...) is a great solar play, given
> that China's government is subsidizing the installation of solar
> power in the urban areas to the tune of 50%, and the rural areas
> of China 70%. How can they lose with this kind of subsidy? The report
> you wrote above is proof of the pudding that YGE is one of the best
> solar plays out there.
>
> I'm not sure if they use Tereruim in their solar panels, or not.
> If they do, that rare earth mineral could spike as demand increases.
>
>
> Thanks for taking the time to write this article.