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Re: santafe2 post# 28461

Wednesday, 08/09/2023 10:32:14 PM

Wednesday, August 09, 2023 10:32:14 PM

Post# of 29342
Polysilicon wafer prices are quite volatile and dropped a lot recently. The 1.5 cents/kwh include storage apparently. Without storage the bids are close to 1.0 cents/kwh in SA. The half cent delta is consistent with Arizona projects with and without battery backup,

Wafer and module spot/historical prices available via OPIS.
https://info.opisnet.com/hubfs/Product%20Campaigns/APAC%20Solar%20Weekly/OPIS-APAC-Solar-Weekly-Report.pdf

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