Daqo New Energy and JA Solar have signed a long-term supply deal for high-purity polysilicon, the latest in a growing line of deals as manufacturers look to lock in polysilicon supply.
As polysilicon pricing continues to be volatile, this week’s Premium Briefing explores just how high pricing could climb to, when it may normalise, and what the likely impacts are on the downstream solar sector.
Major China-based polysilicon producer Xinte Energy is to expand polysilicon production by 20,000MT to meet ongoing demand from its plant in Xinjiang province, despite recently announcing plans to build a planned 200,000MT plant near the city of Baotou, Inner Mongolia.
In the full-year 2021, Daqo said it expects to produce approximately 80,000 to 81,000MT of polysilicon, compared to 77,288MT in 2020. The slight increase will be due to debottlenecking activities.
Leading monocrystalline wafer producer LONGi Green Energy has signed a three-year high-purity polysilicon supply deal from OCI Malaysia, while securing 46GW of PV glass from China's Flat Glass Co.
Major polysilicon producer Daqo New Energy has been forced to revise down guided polysilicon sales volumes in the third quarter of 2020, due to customers postponing purchasing orders as market prices hit US$12.5/kg.
In the second part of a two-part blog series, Clean Energy Associates’ Joseph C. Johnson examines just how long volatility in polysilicon pricing can continue.
As China enters its usually frantic solar build-out season, a shadow is being cast by module price hikes and supply bottlenecks. PV Tech’s Carrie Xiao gets the inside scoop on how solar deployment in China risks being pushed into next year.
