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Smart Aussie Solar Startup Scales Up

Copper Weekly Brief — week ending 2 October 2026

  Copper: about US$14,370/t on COMEX, US$14,250/t on LME Copper ends the week near a two-week low. COMEX is about 3% lower on the week, and LME closed at US$14,253.50/t…

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Copper Weekly Brief – Week Ending 25 September 2026

  Market Overview Copper climbed back to record territory this week, then eased as the Federal Reserve outlook took over. The rebound followed a sharp mid-month correction. On 14 September,…

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New geological insights sharpen South Australia’s copper opportunity

  New geological insights from Geoscience Australia’s Delamerian Project have strengthened the case for South Australia as a major future source of copper, gold and critical minerals, highlighting the prospectivity…

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Copper Weekly Brief – Week Ending 18 September 2026 18 Sept 2026 ·

  Market Overview Copper spent the week consolidating below US$14,100/t after last Thursday’s sharp reversal from a record US$14,875/t (US$14.88/kg), as the market priced a growing probability that the US…

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March 13, 2023 · General, John’s Blog

We wrote about SunDrive way back in 2021 when it created the world’s most efficient commercial-sized solar cell using copper. But a lot’s happened since. 

Two years ago SunDrive’s cell achieved 25.54% efficiency, but they recently announced they’d hit 26.41% efficiency for a full-size silicon cell using their copper-based technology and large-scale production processes. 

SunDrive’s technology replaces the silver used in conventional solar cells with cheaper, more abundant copper—around 100 times cheaper per kilogram & around 1,000 times more abundant in fact—but the company said it’s now refined the copper plating chemistry and processing sequence.

Investors have taken notice. Early backers included tech billionaire Mike Cannon-Brookes, the Australian Renewable Energy Agency (ARENA), Dr Shi Zhengrong and Blackbird Ventures, but recently closed a $21M funding round led by the CEFC,  Main Sequence, Malcolm Turnbull and Canva co-founder Cameron Adams.

SunDrive—created by two friends Vince Allen and David Hu in 2015—looks ready for an impressive future I’m glad to say.  They’re planning to set up an advanced manufacturing facility that would create about 400-500 direct advance manufacturing jobs here. 

And when you consider the thousands of indirect jobs needed for glass, aluminium and exports it’s an amazing story.

Of course it wouldn’t have happened without some very innovative thinking on the part of the founders, but copper can also take a bow. Not only is it more efficient than silver—more electricity for every square meter—but brings lower costs, more secure supply chains and less carbon emissions to produce. Oh and its endlessly recyclable. 

According to Net Zero Australia, Australia will need 1900GW of solar to reach Net Zero. Given we only have 27GW currently installed SunDrive’s future looks brighter than ever. 

Cheers, John Fennell

Featured

Copper Weekly Brief — week ending 2 October 2026

  Copper: about US$14,370/t on COMEX, US$14,250/t on LME Copper ends the week near a two-week low. COMEX is about…

Read More

Copper Weekly Brief – Week Ending 25 September 2026

  Market Overview Copper climbed back to record territory this week, then eased as the Federal Reserve outlook took over.…

Read More

New geological insights sharpen South Australia’s copper opportunity

  New geological insights from Geoscience Australia’s Delamerian Project have strengthened the case for South Australia as a major future…

Read More

Copper Weekly Brief – Week Ending 18 September 2026 18 Sept 2026 ·

  Market Overview Copper spent the week consolidating below US$14,100/t after last Thursday’s sharp reversal from a record US$14,875/t (US$14.88/kg),…

Read More

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