Rethink Energy 181: solar industry to place further strain on silver supply, high interest rates interfere with mining expansions
In this episode the Rethink Energy team discusses:
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- Silver paste usage in the solar industry continues to rise, but the steeper the silver shortage gets, the more alternatives like copper metallization and zero-busbar are incentivized. \n
- Interest rates have obstructed new investments including in copper mining - but the Federal Reserve intends to take rates down from 5.5% to 3.5% this year. \n
- Tesla's Q1 profit is down 55% year on year - but its shares are up and the company is shifting towards more relevant EV products. \n