There is a specific, sharp smell that hits you when walking through a high-volume solar module assembly line. It isn’t the clean, clinical scent of silicon or the metallic tang of glass. It’s the sweet, cloying odor of heated ethylene vinyl acetate (EVA)... the industrial-grade "hot glue" that essentially holds the world’s energy transition together. We are currently witnessing a massive, multi-decade financial bet on the physical integrity of a thin layer of plastic. Data from Valuates Reports shows that the global photovoltaic…