Following on from recent blogs exploring PV module pricing and the future of industry supply chains, Finlay Colville, head of market research at PV Tech, explores why – and how – Tongwei Solar could become the industry’s first vertically-integrated, leading global module supplier by the middle of this de
Finlay Colville, head of market research at PV Tech, provides a detailed look at solar’s value chain, assesses the key motivators for supply chain scrutiny today and begs the question, just who makes what – and where – in today’s solar sector?
In this special, free-of-charge edition of PV Price Watch, Finlay Colville, head of research at PV Tech, discusses the numerous factors that have contributed to a significant rise in module pricing in the previous two years, before exploring where module pricing could go into 2024.
PV Tech Premium breaks down advice from the US' Customs and Border Protection agency regarding how importers can ensure they comply with the country's Withhold Release Order.
Module prices are to remain elevated for the next 18 months at least, with any additional manufacturing capacity set to be quickly swallowed by soaring demand and capacity addition outside of China considered risky, Finlay Colville, head of market research at Solar Media, has said.
LONGi solar has increased its wafer prices for the third time in less than six weeks as a four-month high in wafer prices continues, while Tongwei solar has also pushed up the price of its 182mm and 210mm solar cells.
Solar wafer prices have continued rise this week, with the latest pricing indications in China contributing towards a price increases of between 10.8 – 14.4% since the start of the year.
Daqo New Energy recorded a dent to its quarterly revenues and margin in Q4 2021 after production costs spiralled and sales fell against a slide in demand.
Polysilicon producer Daqo New Energy’s has signed a long-term supply agreement for high-purity mono-grade polysilicon for a total amount of 30,000MT between 2022 and end of 2026, essentially selling out its inventory for this year.
As polysilicon prices rise once again, Liam Stoker explores the potential for polysilicon facilities to start in new geographies, the issues surrounding equipment and a skilled workforce and what else is vital to more regionalised PV manufacturing.
