alpha24seven

Chinese Solar Companies Claim Polysilicon Shortage is Easing Up

There is another component that's not being introduced to the equation. The US housing market. A large majority of domestic solar assets go on top of US homeowners roofs. With the US housing industry slumping there will be an accordion effect for residential solar. The irony is that places like Sand Diego with tremendous solar opportunity are also some of the hardest hit and will not absorb the projected amount of MWs.

We should see the "housing effect" within six months if not sooner. This alone will open the Si market and will in fact warehouse complete modules and panels until we work our way out. If the current housing market leads the US into a recession then the over supply issue will only be magnified by a magnitude of order.