Rethink Energy 154: N-Type solar to contribute to silver shortage; oil giants will adopt green hydrogen at refineries, accelerating transition
The solar industry's growth and its adoption of heterojunction technology will contribute to the global silver shortage in the short term. Oil majors' adoption of green hydrogen at refineries will ironically place them among the biggest patrons of green hydrogen, allowing for a sustained learning curve reducing product cost. And the UK has delayed its ICE vehicle sales ban from 2030 to 2035, angering activists and car makers alike.