Short-Lived Modules Need to be Efficient, Lightweight, and Circular for the Energy Transition

Deployment projections for decarbonizing the grid predict 1.75 TW of PV is needed in the United States by 2050. This entails a cumulative demand of 97 million metric tonnes of virgin materials for c-Si modules. These material needs are extraction and energy intensive, making them a key target for improving PV sustainability. Emerging PV technologies, such as perovskites, are targeting 15-year modules, high efficiencies, and circular designs. Previous analysis found that by just modifying the life expectancy to 15 years (keeping target c-Si efficiencies and BOM), an additional 1.4 TW of replacement modules are required to maintain capacity, increasing virgin material demand by 1.75x unless >95% closed-loop recycling is maintained. This study examines the effect of achieving higher efficiencies with thin-film designs and a 15-year expectancy. Higher efficiencies and thin film designs can decrease deployment and material demands, making the level of circularity more attainable. If BOM mass is reduced by 50%, closed-loop recycling rates need to be >80% to reduce virgin material demands compared to a 35-yr c-Si module. If module efficiencies are 30%, closed-loop recycling rates can be reduced to 65%. This efficiency increase also reflects that 1500 million fewer modules can be deployed, however, this is still 2000 million more modules than a 35-year module needs to deploy to achieve energy transition targets, and no PV technology is closed-loop recycled for all component materials.