Solar prices may be going up due to the quartz mines in North Carolina being shut down due to hurricane Helene. Apparently it's the source of the purest quartz on the planet...
https://www.newsobserver.com/news/business/article293265924....
https://www.newsobserver.com/news/business/article293265924....
Quick google suggests the USA produced about 3.6% of global silicon in 2021.
Even if this is about literally wanting quartz itself rather than as a source of silicon, IIRC most industrial uses are synthetic quartz rather than natural.
But I cannot find actual numbers to help understand how important that mine is. Are we talking about 1, 10, 50, 70+ percent of the ultra pure quarts market? From what I can see the US doesn’t seem to be a large player