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93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

Redefining Energy

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Solar Versus Wind?

In terms of pricing, in terms of capping the price fluctuations, and sometimes we are also using full-turn key solution. So that's wind. Let's switch to solar, if you want, because you're like a multi-instrumental expert,. The issues you have experienced for solar, the type of problem you had, different from wind or some can be parallel. How do you see solar versus wind? There are some similarities, but solar, it's its own challenges due to the production base. If you look at polycytic on production, China was representing only 6% of global demand in 2005. Now we're talking about more than 90%.

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