Policy developments worldwide have led to strong growth of renewable energy. Demand from large markets such as Europe, China, and Brazil continues to beat expectations. InfoLink has revised up its module demand forecast to 239-270 GW this year – representing significant growth of up to 34% from last year’s 178 GW of installations. However, analyst Dora Zhao finds that availability of polysilicon could be a major limiting factor in meeting this demand.
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