Buyers should prepare for increases in the price of vital solar module components, such as polysilicon, wafers and cells, but “remain cautious” of accepting new contractual terms from Chinese suppliers until formal market policies are agreed.
The Moroccan government has announced plans to build a 30,000MT “green polysilicon” production facility, in partnership with Moroccan renewable energy firm GPM Holding.
Details of tariffs on US imports of polysilicon products may be announced as early as the end of this month, according to a note from investment bank Roth Capital.
Chinese polysilicon producer GCL-Tech has entered into a strategic financing agreement with Infini Capital, a globally renowned investment institution backed by a Middle Eastern sovereign wealth fund.