Leading ‘Solar Module Super League’ (SMSL) member, JinkoSolar has sourced a further two-year supply of high-purity polysilicon from Daqo New Energy to meet its material requirements under current in-house mono-wafer capacity expansions.
Fitch Solutions: Utility-scale growth favoured by competitive bidding will see provinces including Gansu and Xinjiang regain top role they lost to coastal areas in 2016-2018 period.
Recent WTO meeting marks deepening of row with major Asian nations over US state-level PV incentives and safeguard measures including duty rates and trade quotas.
China-based polysilicon producer Daqo New Energy Corp has been impacted by weaker than expected financial results for the second quarter of 2019, due to the lack of demand in China and record low polysilicon prices.
C&I systems can already hit grid parity without need for government money across all major urban centres but profitability is mixed on a region-by-region basis, researchers say.
Major polysilicon producer Wacker Chemie remains steadfastly impacted by weak demand, notably in China that continues to record polysilicon price declines that are below manufacturing costs.
Firm says clean energies will catch up with fossil fuels by 2027 and race ahead by 2030, with Indian solar already cheaper and Aussie solar set to follow next year.
