China’s solar module market has returned from its National Day festival to yet another surge in module prices, which are now standing at two-year highs. PV Tech’s Carrie Xiao analyses the impacts of this most recent price increase as the industry steadies itself once again.
Several factors have overseen an increase in the price of modules. Some of them look sure to ease, while others may be more persistent. Sean Rai-Roche delineates the events behind the rise and speaks to industry experts about what businesses can expect moving forward.
Liam Stoker reflects on the worsening crisis affecting solar module manufacturing and supply, with five of the industry's largest manufacturers calling for industry-wide collaborative efforts to resolve it.
Five of the solar industry’s leading module manufacturers have issued a joint statement warning of an impending “crisis” regarding module supplies, imploring developers to consider delaying projects and calling for greater collaboration between upstream and downstream players.
Polysilicon prices have risen by 8.6% to RMB230/kg (US$35.3/kg) this week following a power crisis in China that has seen the government order silicon metal producers to curb their operations.
As much as 191GW of new solar PV is expected to be installed this year – up by a third on last year’s deployment figure – despite polysilicon and module prices remaining high into 2022, BloombergNEF has said.
Leading ‘Solar Module Super League’ manufacturer JinkoSolar has said it is addressing the reliability of shipments to the US market, while also upgrading its module capacity forecast for this year and teasing an expansion of n-type cell capacity.
Following the release of the US Department’s Solar Futures Study, Liam Stoker assesses the downstream and upstream trends that must be realised for US solar to fulfil its potential.
Solar manufacturer Tongwei increased the prices of its cells for the second time in a month on Monday, with polysilicon pricing also edging upwards this week.
The new edition of PV Tech Power is now available to download, including comprehensive coverage of supply chain issues disrupting the solar sector, learnings from our bankability ratings and much more.