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.
LONGi Solar recorded a 21% leap in net profit in the first half of the year despite what it described as a “moderate” adjustment to capacity utilisation rates in the wake of market demand.
US solar companies have called upon the Biden administration to excise caution as a number of trade barriers risk threatening the supply of solar modules to the country just as deployment is set to accelerate.
