polysilicon

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.

Maxeon Solar Technologies saw its gross loss widen in Q1 2022 despite outlook-beating revenue after the sale of excess polysilicon at a loss dragged on its performance.

Solar polysilicon, wafer and cell prices have all risen once again in the past week as demand continued to outstrip supply, with COVID-19 lockdowns in China continuing to disrupt the value chain.