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Investing in solar panel manufacture (pv)
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doe808 said:Type_45 said:Millyonare said:Solar is now a life-critical part of the world's energy mix for hundreds of millions of humans (and rising). The Green Age is taking over from the Oil Age. Only China now has the scale to solar up those hundreds of millions. No other country has the scale or skills.
I disagree. But let's say you're right: go long silver then. Because each solar panel uses two thirds an ounce of silver. There is not enough silver available to make all those solar panels.Next generation of solar cell architecture will require pretty much zero silver imo. For example, aluminium foil (or somthing similar) will probably replace it in the next 5 or so years.
That isn't a reality yet. Silver is still used.
And as China are churning solar panels out at a rate of knots (according to a previous post on this page) which metal are they using?0
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