Over the past two years, solar manufacturers have been hampered by supply chain disruptions including increasing material costs for polysilicon. Indeed, last year, Rystad Energy estimated that rising equipment and shipping costs could lead to postponement or cancellation of 56% of worldwide utility-scale solar projects that had been planned for 2022. Luckily, these challenges have been rapidly fading. Energy prices have fallen back to pre-war levels, driven lower by fears of a global recession and weak oil demand in China due to Covid outbreaks.…
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