upstream

The China-based PV manufacturing industry has been in a massive capacity expansion phase since 2019. This intensified in the first quarter of 2020 but had eased off through the year, but the cumulative figures are jaw dropping, which has led to real fears of overcapacity in 2021.

In this final episode of the Solar Media Podcast for 2020, Liam Stoker and Andy Colthorpe reflect on the biggest stories of the year and gaze into their crystal balls for 2021.

Trina Solar has signed another upstream manufacturing supply agreement, penning a long-term high purity polysilicon supply deal with Daqo New Energy.

Yingli Green Energy has revealed new details surrounding its pending restructure, stating aims to once again become a top-ten module manufacturer. But as the solar industry enters a new era of expansion plans, can it keep up with the pace?

Quotes for PV glass have soared this month, reaching a price of RMB43/㎡ according to prices compiled by PV InfoLink, with some small-scale suppliers even quoted prices of RMB50/㎡.

Trina Solar and Tongwei have unveiled a multi-billion-dollar collaboration which will see the two companies invest in and co-develop multi-gigawatt solar supply facilities.

In this episode of the Solar Media Podcast, Liam Stoker and Andy Colthorpe take a deep dive into what Elon & Co. presented at Tesla’s Big Battery Day, assess what the recent spate of solar manufacturing expansion announcements mean for the sector, and discuss the current state of energy politics.

Polysilicon manufacturer Daqo New Energy has submitted new documents regarding a potential initial public offering (IPO) to the Shanghai Stock Exchange, detailing how proceeds will be spent on new facilities.

In the second part of a two-part blog series, Clean Energy Associates’ Joseph C. Johnson examines just how long volatility in polysilicon pricing can continue.

Polysilicon producer GCL-Poly has started construction on the first phase of a new 54,000 MT polysilicon production facility.