polysilicon

The solar industry supply chain’s jitters continued this week after polysilicon prices hit another high, driving silicon wafer prices further upward too.

The US solar industry is facing fresh module shipment delays after new import documentation was demanded by Customs and Border Protection (CBP).

The latest round of price surges in the solar value chain has caused PV module prices in China to exceed RMB2/W (US$0.30c/W).

Polysilicon prices have continued to climb in China amid limited supply as manufacturers are hit by power rationing.

Trina Solar has started construction on a vast new industrial park in the central Chinese province of Qinghai that will cover almost the entire PV manufacturing chain from polysilicon production all the way down to modules.

Tongwei has announced that its subsidiaries have signed a RMB50.9 billion (US$7.58 billion) silicon material sales contract for 216,100 tons with Qinghai Gaojing Solar Energy Technology Co., Ltd.

REC Silicon will negotiate a raw material supply agreement with silicon metal provider Ferroglobe as part of a new collaboration between the companies aimed at building a US-based solar supply chain.

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.

Solar polysilicon prices continued to rise for a fifth consecutive week last week, while PV wafer prices remain flat.

Norwegian polysilicon manufacturer REC Silicon has confirmed plans to restart polysilicon production at its Moses Lake factory in the US.