SPAM-LOW: Pics of PV in Germany [RE-wrenches]

[Joel Davidson]

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Here's an old posting.
http://dom.semi.org/web/wchannel.nsf/0/ef1688613388478c8825673e00661f30?Open
Document

PV uses less than 5% of mined and refined silicon. All the left over
0.999999 pure computer grade silicon (ingot heads and tails) are bought up.
0.99999 solar grade silicon is pretty much sold out indefinitely. If all
goes well, around 2008 the supply crunch will either ease of get bad enough
for big companies (Sumitomo, etc) to find profit in putting in more
capacity. The good news is silicon for more PV will happen, the installed
price for PV will come down and gigawatts more PV will be installed. It's
just a long time comin'.

Original Message:
-----------------
From: Jim  Duncan ntrei at earthlink.net
Date: Mon, 14 Mar 2005 15:28:54 +0000
To: RE-wrenches at topica.com
Subject: RE: SPAM-LOW: Pics of PV in Germany  [RE-wrenches]


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Joel Davidson wrote:

> 3. Solar grade silicon prices have not peaked. Most big silicon 
> consumers like Sharp and Intel get what they need, but there's no new 
> capacity for smaller PV companies trying to grow. Indian PV companies 
> have a hard time finding silicon to continue to grow. Pot scrap and 
> ingot heads and tails are no longer readily available.
************

I heard over a year ago that a Japanese company was planning to build a 
silicon refinery (or whatever it's called) in the northwestern US. They 
were listed on the Japanese Stock Market but not the US. Cheap electric 
hydropower would be one incentive for that region.
Anybody ever hear of them actually coming online? I suspect they would 
have had an inside line on the future of silicon if anyone would. 
Jim Duncan
North Texas Renewable Energy Inc
Fort Worth, Texas

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