:I don't know that Rogol has forecast a slowdown, I was asking you whether you knew. Aside from not really having paid much attention to forecasts lately, Rogol has starting charging quite a bit for his reports and my employer hasn't purchased them, so I haven't really had a chance to follow his latest analysis. 

 :The LDK article is confusing. They say their cost is $80/kg, but that the cost for incumbents is $30/kg. The $30/kg is consistent with what polysilicon manufacturers have always told me. The $80/kg cost strikes me as ridiculously high  prior to 2006, I think you'd have to go back to the '70s not to lose your shirt on polysilicon at $80/kg. I don't have the impression that this article or the WaPo article were citing this as the cost to build the facility, but if I remember correctly (and I may not) that value may not be far off the mark for the typical cost to build a silicon refinery. Something about these articles doesn't make sense to me, but I just don't have time to put much thought into what at the moment.