Fears of a future module shortage – perhaps becoming serious in 2017 – were the principal reason behind SolarCity’s recent decision to acquire Silevo and begin the capital-intensive transformation into a PV manufacturer, says Rive.

Rive made his comments in an interview on the Energy Gang podcast, produced by Greentech Media.

“I may be in the minority in this camp, but I am convinced that there’s going to be a supply constraint.