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Silver’s price upshoot confirms a sustained solar panel boom even as the metal heads for oversupply

News Snapshot:

Did we just pass peak solar? That’s the claim now circulating among many analysts. Hitting net zero will require 630GW of panels to be installed every year between 2030 and 2050, the International Energy Agency (IEA) estimates. But we already blew past that target with 654GW built last year, according to BloombergNEF. China’s installations have hit a permanent peak, Sam Wilkinson, head of renewables at S&P Global Commodities, told the Redefining Energy podcast recently. With that one country making up nearly half the global market, the world will see connections drop in 2026, he added. Strip out the ‘buffer’ of…

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