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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

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To: TobagoJack who wrote (219063) 1/7/2026 5:32:55 AM From: Secret_Agent_Man   Read Replies (1) | Respond to of 219905   tldr, cant translate, mandarin nor cantonese

To: TobagoJack who wrote (219063) 1/7/2026 7:00:49 AM From: Box-By-The-Riviera™   Read Replies (1) | Respond to of 219905   China Solar Silver Use to Be Cut As Prices SoarChina's LONGi to Cut Silver Use in Solar Cells as Costs Surge VBL Jan 7 READ IN APP GFN – BEIJING: Longi Green Energy Technology Co. will begin substituting base metals for silver in its solar cells, according to Bloomberg News, as China’s solar manufacturers move to reduce costs amid record prices for the precious metal. GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Upgrade to paid The company said mass production using base metals is expected to start in the second quarter, a move intended to: “further lower the costs of solar modules,” according to a regulatory filing cited by Bloomberg. The shift comes as solar manufacturers, the largest industrial consumers of silver, face overcapacity and intense competition while input costs rise sharply. Silver prices tripled last year as investor demand collided with constrained supply, Bloomberg reported. Solar Silver Use Could Hit 40% of Global Supply by 2030 VBL · September 13, 2025 September 11, 2025 – New research from Ghent University and Engie Laborelec warns that the solar sector may consume up to 14,000 tonnes of silver annually by 2030, accounting for as much as 40% of projected global supply. GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. The study, published in Resources, Conservation and Recycling and reported by pv magazine, highlights a looming supply-demand imbalance. “Our work highlights the role of new c-Si designs such as TOPCon and SHJ in driving up silver demand,” said lead author Vittoria Cattaneo. “It quantifies the scale of the challenge and shows that it is an issue the industry will have to address without delay.” Read full story BloombergNEF data show that when silver traded near $50 an ounce in October, it accounted for more than 17% of the per-watt cost of solar modules, up from 12% two months earlier and about 3% in 2023. Late last month, prices briefly topped $84 an ounce. Other Chinese manufacturers are taking similar steps. Jinko Solar Co. said in December it could achieve large-scale production this year of panels using base metals such as copper, while Shanghai Aiko Solar Energy Co. has already launched silver-free solar cells with initial capacity of 6.5 gigawatts. China Dominates Solar Silver VBL · June 17, 2024 Having gotten somewhat of a handle on Silver supply, the purpose of this piece is to break down China’s Solar Supply-Chain to better understand where demand trends. In doing so we will also answer a question surrounding trends in China’s import/export matrix. Part 1 was entitled Not All Silver is the Same. Read full story BloombergNEF said progress across the industry has been slowed by higher assembly costs and reliability concerns linked to alternative materials, particularly for TOPCon technology. The research firm estimates silver demand from the solar sector will fall 7% in 2025, despite a projected 15% rise in global solar installations.

To: TobagoJack who wrote (219063) 1/7/2026 10:50:15 AM From: Box-By-The-Riviera™   Read Replies (1) | Respond to of 219905   China Solar Silver Use to Be Cut As Prices SoarChina's LONGi to Cut Silver Use in Solar Cells as Costs Surge VBL Jan 7 READ IN APP GFN – BEIJING: Longi Green Energy Technology Co. will begin substituting base metals for silver in its solar cells, according to Bloomberg News, as China’s solar manufacturers move to reduce costs amid record prices for the precious metal. GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Upgrade to paid The company said mass production using base metals is expected to start in the second quarter, a move intended to: “further lower the costs of solar modules,” according to a regulatory filing cited by Bloomberg. The shift comes as solar manufacturers, the largest industrial consumers of silver, face overcapacity and intense competition while input costs rise sharply. Silver prices tripled last year as investor demand collided with constrained supply, Bloomberg reported. Solar Silver Use Could Hit 40% of Global Supply by 2030 VBL · September 13, 2025 September 11, 2025 – New research from Ghent University and Engie Laborelec warns that the solar sector may consume up to 14,000 tonnes of silver annually by 2030, accounting for as much as 40% of projected global supply. GoldFix is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. The study, published in Resources, Conservation and Recycling and reported by pv magazine, highlights a looming supply-demand imbalance. “Our work highlights the role of new c-Si designs such as TOPCon and SHJ in driving up silver demand,” said lead author Vittoria Cattaneo. “It quantifies the scale of the challenge and shows that it is an issue the industry will have to address without delay.” Read full story BloombergNEF data show that when silver traded near $50 an ounce in October, it accounted for more than 17% of the per-watt cost of solar modules, up from 12% two months earlier and about 3% in 2023. Late last month, prices briefly topped $84 an ounce. Other Chinese manufacturers are taking similar steps. Jinko Solar Co. said in December it could achieve large-scale production this year of panels using base metals such as copper, while Shanghai Aiko Solar Energy Co. has already launched silver-free solar cells with initial capacity of 6.5 gigawatts. China Dominates Solar Silver VBL · June 17, 2024 Having gotten somewhat of a handle on Silver supply, the purpose of this piece is to break down China’s Solar Supply-Chain to better understand where demand trends. In doing so we will also answer a question surrounding trends in China’s import/export matrix. Part 1 was entitled Not All Silver is the Same. Read full story BloombergNEF said progress across the industry has been slowed by higher assembly costs and reliability concerns linked to alternative materials, particularly for TOPCon technology. The research firm estimates silver demand from the solar sector will fall 7% in 2025, despite a projected 15% rise in global solar installations.

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