Renewable energy
Solar PV module
Polysilicon, wafers, cells, and the grid-interconnect delays slowing utility solar.
Curated sector reports
Solar PV module
Renewable energy·⚠ Polysilicon & transformer lead times
Key chokepoints (4)
Polysilicon & ingot
⚠ active chokepoint
China produces the vast majority of polysilicon; Xinjiang supply faces trade scrutiny.
Related tickers: DQ
Wafer slicing
⚠ active chokepoint
Wafer capacity is concentrated in a handful of mega-fabs.
Silver paste & glass
⚠ active chokepoint
Silver consumption scales with module output; glass supply tightened during build-outs.
Inverter & grid interconnect
⚠ active chokepoint
Transformer lead times and interconnection backlogs delay project energization.