Solar power should've been king in Hawaii 30 years ago. Basic common sense. But costs were prohibitive and the state backed off when federal subsidies (I believe) subsided. Fast-forward to 2007, and it's China that is among the global leaders in the sector, along with Germany and Japan. The U.S. is there, somewhat, but the real fire is with the Middle Kingdom. Here's a good glance at the Chinese solar industry by Nathaniel Gronewold of Earth News. Surging Chinese solar industry faces material shortages, investor anxiety
This lack of transparency is now drawing closer scrutiny as Chinese solar companies face pressure to open their books, to provide a better sense of the long-term sustainability of their industry.
Gronewold cites the polysilicon shortage in depth, but doesn't touch on the talk that by 2010 there will be a glut of the stuff. Either way, my focus is a little sharper now on Yingli Green Energy (YGE) and Hoku Scientific (HOKU), the latter being a future maker of polysilicon.
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