Solar Power's Decade of Falling Costs Is Thrown into Reverse (bloomberg.com)

TLDR Polysilicon and semiconductor shortages.

This is good news. Rising prices will bring competition that will ultimately reduce prices and increase performance.

Silicon is actually the least expensive part of a solar project. Installation plus the other parts are the real costs, easily over 50%. I hope more efficiency is brought to that part of solar power installations.

Short term it's a problem. Long term I think it's a plus.