Aker Horizons ASA has agreed to sell its remaining shares in Norwegian polysilicon REC Silicon to South Korean chemical company Hanwha Solutions Corporation in what Aker has said is a “major step in rebuilding the US solar supply chain”.
Chinese module manufacturer Jolywood Solar has signed an agreement with the government of Taiyuan City, Shanxi Province to construct a high-purity, solar-grade polysilicon factory as it attempts to offset surging raw material costs and push for greater vertical integration.
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.
Following on from recent blogs exploring PV module pricing and the future of industry supply chains, Finlay Colville, head of market research at PV Tech, explores why – and how – Tongwei Solar could become the industry’s first vertically-integrated, leading global module supplier by the middle of this de
Finlay Colville, head of market research at PV Tech, provides a detailed look at solar’s value chain, assesses the key motivators for supply chain scrutiny today and begs the question, just who makes what – and where – in today’s solar sector?
In this special, free-of-charge edition of PV Price Watch, Finlay Colville, head of research at PV Tech, discusses the numerous factors that have contributed to a significant rise in module pricing in the previous two years, before exploring where module pricing could go into 2024.
Module prices are to remain elevated for the next 18 months at least, with any additional manufacturing capacity set to be quickly swallowed by soaring demand and capacity addition outside of China considered risky, Finlay Colville, head of market research at Solar Media, has said.
Solar wafer prices have continued rise this week, with the latest pricing indications in China contributing towards a price increases of between 10.8 – 14.4% since the start of the year.
Daqo New Energy recorded a dent to its quarterly revenues and margin in Q4 2021 after production costs spiralled and sales fell against a slide in demand.
