Renewable energy
Solar PV module
Polysilicon, wafers, cells, and the grid-interconnect delays slowing utility solar.
⚠ Polysilicon & transformer lead times
Key chokepoints
- Polysilicon & ingotMaterials
China produces the vast majority of polysilicon; Xinjiang supply faces trade scrutiny.
Related tickers: DQ
- Wafer slicingProcessing
Wafer capacity is concentrated in a handful of mega-fabs.
- Silver paste & glassBill of materials
Silver consumption scales with module output; glass supply tightened during build-outs.
- Inverter & grid interconnectBalance of system
Transformer lead times and interconnection backlogs delay project energization.