โ ViewUnderstandingIndustry Deep Dives โบ Company & Industry Analysis
Wacker Chemie's Tennessee Silicon Plant Warning Shakes Solar Supply Chains
German chemical producer Wacker Chemie has raised alarms over the viable operation of its Charleston, Tennessee polysilicon manufacturing facility. Impending facility review could disrupt domestic supply chains for high-purity semiconductor materials and solar components.
2mยท๐ 0
โ ExplanationAdvancedIndustry Deep Dives โบ Energy & Climate
Morocco's Renewable Energy Transition: The Noor Ouarzazate Solar Megaproject and Green Hydrogen
Lacking domestic hydrocarbon reserves, Morocco targeted 52% renewable power capacity by 2030. Anchored by the 580 MW Noor Ouarzazate Concentrated Solar Power complex and massive wind farms, the Kingdom is establishing itself as a clean energy exporter to Europe.
6mยท๐ 2
โ ViewUnderstandingEnergy & Commodities โบ Energy & Climate
The Silver Gap: Why the Solar Boom is Breaking the Precious Metals Market
A massive disconnect has emerged between 'paper' silver prices and physical availability as the global solar industry consumes record amounts of the metal. As next-generation solar cells require 30% more silver, the market is entering a state of 'backwardation' that threatens both industrial supply chains and traditional investment vehicles.
4mยท๐ 0