Current and potential supply-chain dynamics of tellurium, indium, and gallium within the context of PV manufacturing costs
Dr. Michael Woodhouse, Member, Technology Systems & Sustainability Analysis Group, NREL
Within the thin-film sector of the PV industry, the highest demonstrated sunlight power conversion efficiencies have thus far come technologies that rely upon relatively rare constituent elements. These include tellurium in cadmium telluride, and indium and/or gallium in the CIS/ CIGS and III-V technologies. This presentation will detail the demand for each of these elements by their corresponding PV technology. Models showing the sensitivity of PV manufacturing costs to the costs for these elements will also be presented, as will cumulative availability curves that detail expected recovery costs for a number of traditional and non-traditional supply options.