By Mark Thirsk, Managing Partner, Linx Consluting LLC; Michael Corbett, Managing Partner, Linx Consluting LLC
The rapid growth of the solar energy industry owes its success to the development and production of mono- and multi-crystalline solar cells. This growth has been limited in recent years due to the lack of available supply of polysilicon, the key raw material for making the wafers that serve as the basis of the solar cell. As a result of this limitation, the price of polysilicon has increased dramatically and this has led to significant new and planned capacity expansions. These new capacity expansion announcements have been highly publicized, with little additional outside focus on other chemicals and materials.
