This week there were zero price changes in the solar supply chain as per Shanghai Metals Market tracking, although further declines in wafer (and therefore cell and module) may still occur. As can be seen in our orders section, new massive expansions of Chinese solar manufacturing continue to be announced each week, including by new entrants to solar, even as overcapacity looms. Several years of combined overcapacity and expansions seem likely, enabled by the obsolescence of old lines and the adoption of new technology such as heterojunction. Total module prices will remain low despite the quartz crucible shortage and the possibility of silver paste shortage. Silver paste usage is doubled for TOPCon, and increased by 2.5 times for heterojunction, both…