Solar supply chain Solar module, cell, and wafer prices continue to fall, driven by the dramatic collapse of polysilicon prices, which as of June 14th are down 35% from June 1st, down 65% from mid-February, and down 75% from November. The marginal cost of production is $7.5 per kilogram ($18.75 per kW end product) so there is still further room to fall. The current decline is so rapid that it may be driven by excessive market sentiment and may half-rebound as happened in January when the price fell to 50% of the November peak price, then climbed back to 75%. Entity 06-Jun 14-Jun Unit % 2024 Forecast Forecast Green H2 Germany 7.257 8.660 €/kg 19.33% €4.06/kg Link Green…