Skip to content
Subscriber Only

Glass Shortage Threatens Solar Panels Needed for Climate Fix

  • PV glass output seen 20%-30% short of demand next year
  • Price have risen 71% since July, hurting solar power economics
The Solar-Powered Future Is Being Assembled in China
Photographer: Qilai Shen/Bloomberg
Updated on

The world’s biggest solar power company says a shortage of glass is raising costs and delaying production of new panels, throwing a wrench into China’s plans to accelerate its shift to clean power.

Prices for glass that coats photovoltaic panels have risen 71% since July, and manufacturers are struggling to produce it fast enough to keep more than a week’s worth of sales in inventory, according to Daiwa Capital Markets. The shortage comes as the solar industry turns toward bifacial panels, which increase both power output and glass requirements.