Indications and rumors are mounting that a year-end installation rally is ahead, complete with module shortages. But should we really take these warnings to heart, given that over the past eight to 10 months, supply lines have been flowing just fine? A look at prices shows that everything is still quiet. The price points for all the module technologies have been fluctuating around a support level for months without permanently breaking through it. There is still ample supply of high-efficiency monocrystalline modules on the market, and mainstream multicrystalline products are finding their way to Europe less and less frequently, but demand does not seem to be much higher than supply. So what is the point of forward-looking planning or even stockpiling?
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