Polysilicon prices will likely continue rising throughout 2022 and only soften towards the very end of the year, driven by unfaltering demand and panic buying.
Daqo New Energy recorded a guidance-beating performance in the opening quarter of 2022, cashing in on excess inventory, lower production costs and higher than anticipated average selling prices (ASPs).
Canadian Solar said it expects margin pressure at its manufacturing division to ease throughout 2022, with demand returning in China from Q2 and pricing strategies used to offset soaring material and logistics costs.
In this latest edition of PV Price Watch, Liam Stoker plots recent industry price forecasts for polysilicon throughout 2022 and explores the contributing factors to that normalisation.
Solar wafer prices have experienced a slight increase in price since the middle of last week after an earthquake struck Qinghai earlier this month, disrupting production.
Daqo New Energy has provided a RMB10 billion (US$1.6 billion) capital injection to a subsidiary which is to advance on future polysilicon production projects in Inner Mongolia.
With reductions in wafer prices now sustained and further reductions expected, Carrie Xiao assesses the potential for cell and module prices to fall in tandem and speaks to manufacturers and developers in China.
