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nerdralph 3 hours ago

Panels prices bottomed about a year ago below many manufacturer's cash cost, and have gone mostly sideways since. https://www.pvxchange.com/Price-Index

If silver stays above $70/oz, prices will likely go up by 5-10%.

Until Perovskite tandem technology matures, there's unlikely to be any significant reduction in PV module prices.

jandrese 3 hours ago | parent | next [-]

Even if they got stuck at that price point and never went down again it's already over. 30 years of buying natural gas can't compete with that.

Tade0 3 hours ago | parent | prev [-]

Manufacturers already reacted and intensified efforts to replace silver in panels with copper:

https://finance-commerce.com/2026/02/solar-panels-silver-to-...

nerdralph 28 minutes ago | parent [-]

I know. AIKO has been using copper in their BC cells, and LONGi is making the transition. Many TOPCon cell manufacturers are using silver-coated copper pastes, but full copper metallization is unlikely to happen in the next year or two.