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>There's expected to be a solar panel shortage coming soon because the industry is growing so fast[1], so if you don't make your own panels, you can expect pane
by savanaly 11y ago
>There's expected to be a solar panel shortage coming soon because the industry is growing so fast[1], so if you don't make your own panels, you can expect panel prices to go up. The fact that SolarCity can make its own modules, means it won't be affected by the shortage nearly as much as others.
Why not? Even if you make your own solar panels, you still face an opportunity cost if you use them yourself instead of selling them, and that opportunity cost is identical to the regular old cost everyone else has to pay. So while it would benefit you if you happen to be making them when the price spikes, it wouldn't make you immune to the shortage I wouldn't think.
- pjc50 11y ago"Opportunity cost" is not a thing that affects operational cashflow, and doesn't appear in SEC filings, whereas delays in project completion do.