The silicon material price had a huge run during a supply constraint when solar was being mass manufactured.
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The raw material of silver actually put a limit in terms of production cost due to its increase in cost.
If the lithium price goes high, it will also impact the cost of the batteries into the ev vehicles. However given the technology demands over time at some point this should provide a push on the lithium price again. I think this will be a gradual trend.
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