CAN WE ALL PLEASE RESOLVE, when cutting and pasting articles, quotes etc, TO MAKE SURE WE:
(1) Include the DATE of the article or quote
(2) Give the SOURCE of the article or quote
(3) Whenever possible POST the LINK
In the fast moving PV Solar market the DATE is ESPECIALLY IMPORTANT, because events, articles etc. are soon superceded.
In the case of the polysilicon market the story has evolved significantly over 2006.
Whereas earlier it was previously thought that polysilicon supply/demand would reach balance by around 2008, the latest research by DAIWA (25/9/06), Evolution China (20/11/06), Merril Lynch (6/12/06) and Terra Securities ASA (18/12/06) has ALL come to the SAME conclusion: that during 2006 the polysilicon supply situation has worsened because of rapidly increasing demand, and that the SUPPLY SHORTAGE is now likely to continue to 2010 or beyond.
See:
An article or quote WITHOUT A SOURCE (and if at all possible the LINK) is almost worthless – because we don’t know who said it and how reliable that source is (a lot of rubbish is on the Internet because many ill-informed journalists are jumping on the band-wagon now that the PV solar industry is gaining so much investor interest).
Furthermore many journalist just regurgitate company NRs and, in the case of thin film and concentrator PV technology, this often involves a lot of hype and spin about technology which is largely untried and untested in the field.
PV solar cells based on polysilicon wafers presently have over 90% of the market and are expected to continue to dominate the fast growing PV solar market for the foreseeable future.
See:
Research confirms:
* that polysilicon wafer based PV cells will remain the dominant technology for some time;
* that SOLA are in the sweet spot with accelerating demand for their products from a rapidly expanding PV cell polysilicon industry
* that there will probably continue to be a shortage of polysilicon to 2010 and probably beyond
