Rethink Energy Podcast
Avsnitt

Rethink Energy 229: Rio Tinto bets on future lithium price recovery; trends in TOPCon solar technology

Dela

  • Rio Tinto has announced a further $900 million investment into lithium mining in Chile - we discuss the inexorable logic that today's 2x overcapacity will give way, due to constantly growing demand, to a second lithium shortage within the next 10 years.
  • JinkoSolar's whitepaper on their latest TOPCon solar module, which boasts 24.8% efficiency, demonstrates that technological progress in silicon PV has yet to slow - but there are only five years left before the theoretical Shockley-Queisser limit on photovoltaic performance per square meter is effectively reached. After that, perovskites will be the primary remaining avenue for further research.

Podden och tillhörande omslagsbild på den här sidan tillhör Rethink Research. Innehållet i podden är skapat av Rethink Research och inte av, eller tillsammans med, Poddtoppen.