I'm not sure you understand much if you can seriously write
> Surely [PV manufacturing] will be a growing, potentially high margin business because demand will be high
I'm not aware of it being a high margin business now for any Chinese company, and that's with their aforementioned advantages in labor and mining. This is a product whose price has fallen 99% in the past 2 decades. What margin?
If you still want to re-open rare earth mines in the US knowing the economics, and you can follow American environmental and labor standards, then be my guest. It doesn't strike me as a lucrative opportunity but what do I know.
alt Hacker News
I'm not sure you understand much if you can seriously write
> Surely [PV manufacturing] will be a growing, potentially high margin business because demand will be high
I'm not aware of it being a high margin business now for any Chinese company, and that's with their aforementioned advantages in labor and mining. This is a product whose price has fallen 99% in the past 2 decades. What margin?
If you still want to re-open rare earth mines in the US knowing the economics, and you can follow American environmental and labor standards, then be my guest. It doesn't strike me as a lucrative opportunity but what do I know.