Stephen O´Rourke is senior analyst at Deutsche Bank Securities in New York.
As a PV industry expert, Stephen O’Rourke predicts that the solar photovoltaic industry will achieve grid parity — standalone economic viability without incentives — within five years. He believes that the current strong growth in industry capacity will soon lead to an oversupply situation, probably beginning in 2009, when there will be a more than adequate supply of polysilicon. For the long term, he forecasts explosive growth and a potential undersupply situation.
Deutsche Bank Securities, New York
