Good points JB3729, the faster process will lead to increased throughput. The passivation does work synergistically with the process and could lead to further revenue.
From the AR process I stated $11.00/per panel from $22.00/panel which saves 50% on the AR. I do not believe that incorporates the gains from the reduced silicon (from Natcore website).
If 1500 metric tons translates to 100 000 000 watts... that means 0.015kg/watt of silicon. Prices during shortage were up to $450/kg which is about 10X the normal. So lets assume solar silicon stays at $45/kg... it costs about $0.675/watt or ~$100.00/150 watt panel. I think the current solar silicon price is $25/kg ($60 per 150 watt panel) at the moment which might explain the trend for vertical integration going on for silicon stock producers who are converting into solar producers. If Natcore's process actually reduces the silicon stock requirement by 2/3 as the company continuously states by getting rid of the heat then you have a huge savings. Bigger savings if the market encounters another shortage (from articles re: solar silicon)
I hope my math is right and this information helps.
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