Silver Rally Tightens the Grip on Cash-Strapped Solar Makers

TL;DR
A surge in silver has raised costs for solar panels (silver now makes up about 29% of panel costs), prompting price hikes and faster substitution with copper as solar makers confront overcapacity and persistent losses.
- Silver’s Rally Slams Solar Makers Struggling With Losses Bloomberg.com
- Chinese solar firms eye price hikes amid silver surge, scrapping of tax rebate South China Morning Post
- Solar module prices lagging behind soaring silver costs pv magazine USA
- Record silver prices hit solar panel manufacturers: industry on the verge of crisis Українські Національні Новини
- Component prices have surged beyond 0.8 yuan per watt! Are photovoltaic companies experiencing a 'silver crisis'? 富途牛牛
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