Just a point to ponder. We have all been focused on steel and glass, but as I posted before Tasnee seems to be a big producer of polycarbonate which in theory should be usable in bipv.
The renewable energy sector opens up plenty of attractive opportunities for chemical companies. These include dye-sensitized solar cells (DSSC), a new type of photovoltaics, which require organic dyes and polymeric films with barrier properties,
That Tasnee is involved with both Dyesol and Clariant could point to some kind of supply chain for bipv materials.
GSL Price at posting:
44.5¢ Sentiment: Hold Disclosure: Held
