At Intersolar in Munich, pv journal spoke with Jenny Chase, photo voltaic analyst at BloombergNEF, about extraordinarily low polysilicon costs, large overcapacity, and growing consolidation. According to Chase, this yr there’s sufficient polysilicon capability to provide 1.1 TW of photo voltaic modules, however world module demand is predicted to succeed in round 585 GW. “That’s an enormous delta,” he stated, noting that the photo voltaic business should additionally put together for a sequence of “unfavourable suggestions mechanisms,” reminiscent of unfavourable costs and extra solar energy.

Jenny Chase and pv journal editor at massive Jonathan Gifford on the pv journal sales space at Intersolar 2024

Image: pv journal

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