RECSI - Polysilicon Shortage Decides Installation Pace 2022-2027
Chinese PV Industry Brief: Daqo reports polysilicon average selling price of $32.76/kg in Q1
https://www.pv-magazine.com/2022/04/22/chinese-pv-industry-brief-daqo-reports-polysilicon-average-selling-price-of-32-76-kg-in-q1
APRIL 22, 2022
"
...
“We are very pleased to report exceptional results for the first quarter of 2022, the best-ever in the company’s history,” said Daqo CEO Longgen Zhang. “Last December, we began production at our new 35,000 MT phase 4B polysilicon expansion project. Production ramp up was successful throughout the first quarter.” Looking forward, Daqo said it expected to produce between 32,000 MT to 34,000 MT of polysilicon in the second quarter of 2022 and approximately 120,000 MT to 125,000 MT of polysilicon in the full year of 2022.
“We believe the polysilicon sector will remain one of the most profitable sectors in the solar PV value chain, as polysilicon will continue to be in short supply and determine the actual pace and total volume of global installations,” the company stated.
..
"
Main Industry Chain Prices Saw Minor Increment except Wafers amidst Incessant Pandemic-Induced Impact
https://www.energytrend.com/pricequotes/20220421-27871.html
APRIL 21, 2022
"
..
Polysilicon prices continued to increase marginally this week, with overall mono polysilicon quotations sitting at roughly RMB 252/kg. With most long-term orders for April being signed, polysilicon transactions were relatively sluggish this week, where merely a small amount of urgent and sporadic orders were signed. In addition, the various extents of impact on output and logistics among polysilicon businesses under the pandemic have resulted in a constrained provision of raw materials, and the confined production schedule has impeded the supply of partial long-term orders. Urgent orders are being concluded on a high price level, which surged the average concluded prices of polysilicon this week.
An observation on the production, operation, and shipment status of the polysilicon segment indicates that two businesses are currently under overhaul. Polysilicon is insufficient in terms of new capacity release. Some wafer businesses are lowering their operating rate due to the pandemic, though they are maintained on a relatively high operating rate on the whole owing to gradually releasing capacity, and these businesses’ unabated demand for polysilicon will provide a support for polysilicon prices in lingering at a high level within the short term.
..
"
Chinese PV Industry Brief: Polysilicon prices keep rising
https://www.pv-magazine.com/2022/04/15/chinese-pv-industry-brief-polysilicon-prices-keep-rising-2/
APRIL 15, 2022
Polysilicon maker predicts 5-year shortage of solar raw material
https://www.pv-magazine.com/2022/04/20/polysilicon-maker-predicts-5-year-shortage-of-solar-raw-material/
APRIL 20, 2022
Wacker falls to fourth in global polysilicon ranking
https://pv-magazine-usa.com/2022/04/27/wacker-falls-to-fourth-in-global-polysilicon-ranking/
APRIL 27, 2022
“..
‘Follow China’s lead’
“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime,” said Bernreuter. “Western governments should not make the same mistake with China. It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing, and strategic foresight.”
..”
Polysilicon price fluctuations expected to continue until late 2023
https://www.pv-magazine.com/2022/02/24/polysilicon-price-fluctuations-expected-to-continue-until-late-2023/
FEBRUARY 24, 2022
___________________
Kilde til overskrift
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend
APRIL 20, 2022
"
..
The slight decrease in the average polysilicon spot price on April 20 is purely due to a weakening Chinese Yuan; EnergyTrend’s spot price average of mono-grade polysilicon in China has further risen to CNY252/kg (incl. 13% VAT) from CNY251/kg last week.
..
Our recommendation
Bernreuter Research recommends that you you look at PVinsights, EnergyTrend and PV InfoLink for comparison, rather than favoring the price data from just one provider.
Statements on the market trend can be contradictory from time to time. If, for instance, one data provider reports high polysilicon inventories in the value chain whereas the other claims low ones, the latter may be based on information from suppliers that are interested in playing down the scope of inventories in order to be in a better bargaining position vis-à-vis their customers. For this reason, it is always a good idea to base your judgment on several views and sometimes, you just have to live with information discrepancies.
"
http://pvinsights.com/
https://www.energytrend.com/pricequotes.html
https://www.infolink-group.com/en/solar/spot-price
___________________
What’s next for polysilicon?
https://www.pv-magazine.com/2021/10/26/whats-next-for-polysilicon/
OCTOBER 26, 2021
China’s cheap electricity crowds out foreign polysilicon
https://www.pv-magazine.com/2021/02/18/chinas-cheap-electricity-crowds-out-foreign-polysilicon/
FEBRUARY 18, 2021
“
..
Polysilicon market analyst Johannes Bernreuter says China imported around 30% less polysilicon last year and cornered 80% of the global market for its domestic manufacturers, fueled by uber-low electricity prices.
“South Korea’s polysilicon industry was out-competed by Chinese producers who enjoy extremely low and subsidized electricity rates from coal-fired power plants in the western regions of Xinjiang and Inner Mongolia,” said Bernreuter, noting Korean players OCI and Hanwha exited the market a year ago, citing electricity prices.
..
“
Solar Power May Be the Next Victim of China’s Coal Shortage
https://www.bloomberg.com/news/articles/2021-09-29/china-slashes-silicon-output-signaling-higher-solar-panel-costs
SEPTEMBER 29, 2021
China’s power crisis:
Long-term goals meet short-term realities
https://a9w7k6q9.stackpathcdn.com/wpcms/wp-content/uploads/2021/11/Chinas-power-crisis.pdf
Solar outlook looks bright amid Russia-Ukraine war
https://www.infolink-group.com/en/solar/analysis-trends/PV-markets-remain-bullish-amid-Russia-Ukraine-conflicts
MARCH 31, 2022
"
..
Russia’s invasion of Ukraine has caused oil and natural gas prices to surge. This put renewable energy in the spotlight again. European countries, being aware of their dependence on Russian oil and natural gas, are rolling out plans to diversify energy sources and facilitate the transition to renewables.
..
"
Cumulative installed solar PV capacity worldwide from 2000 to 2020
https://www.statista.com/statistics/280220/global-cumulative-installed-solar-pv-capacity/#:~:text=Global%20cumulative%20solar%20photovoltaic%20capacity,installed%20in%20that%20same%20year.
https://www.pv-magazine.com/2022/04/22/chinese-pv-industry-brief-daqo-reports-polysilicon-average-selling-price-of-32-76-kg-in-q1
APRIL 22, 2022
"
...
“We are very pleased to report exceptional results for the first quarter of 2022, the best-ever in the company’s history,” said Daqo CEO Longgen Zhang. “Last December, we began production at our new 35,000 MT phase 4B polysilicon expansion project. Production ramp up was successful throughout the first quarter.” Looking forward, Daqo said it expected to produce between 32,000 MT to 34,000 MT of polysilicon in the second quarter of 2022 and approximately 120,000 MT to 125,000 MT of polysilicon in the full year of 2022.
“We believe the polysilicon sector will remain one of the most profitable sectors in the solar PV value chain, as polysilicon will continue to be in short supply and determine the actual pace and total volume of global installations,” the company stated.
..
"
Main Industry Chain Prices Saw Minor Increment except Wafers amidst Incessant Pandemic-Induced Impact
https://www.energytrend.com/pricequotes/20220421-27871.html
APRIL 21, 2022
"
..
Polysilicon prices continued to increase marginally this week, with overall mono polysilicon quotations sitting at roughly RMB 252/kg. With most long-term orders for April being signed, polysilicon transactions were relatively sluggish this week, where merely a small amount of urgent and sporadic orders were signed. In addition, the various extents of impact on output and logistics among polysilicon businesses under the pandemic have resulted in a constrained provision of raw materials, and the confined production schedule has impeded the supply of partial long-term orders. Urgent orders are being concluded on a high price level, which surged the average concluded prices of polysilicon this week.
An observation on the production, operation, and shipment status of the polysilicon segment indicates that two businesses are currently under overhaul. Polysilicon is insufficient in terms of new capacity release. Some wafer businesses are lowering their operating rate due to the pandemic, though they are maintained on a relatively high operating rate on the whole owing to gradually releasing capacity, and these businesses’ unabated demand for polysilicon will provide a support for polysilicon prices in lingering at a high level within the short term.
..
"
Chinese PV Industry Brief: Polysilicon prices keep rising
https://www.pv-magazine.com/2022/04/15/chinese-pv-industry-brief-polysilicon-prices-keep-rising-2/
APRIL 15, 2022
Polysilicon maker predicts 5-year shortage of solar raw material
https://www.pv-magazine.com/2022/04/20/polysilicon-maker-predicts-5-year-shortage-of-solar-raw-material/
APRIL 20, 2022
Wacker falls to fourth in global polysilicon ranking
https://pv-magazine-usa.com/2022/04/27/wacker-falls-to-fourth-in-global-polysilicon-ranking/
APRIL 27, 2022
“..
‘Follow China’s lead’
“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime,” said Bernreuter. “Western governments should not make the same mistake with China. It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing, and strategic foresight.”
..”
Polysilicon price fluctuations expected to continue until late 2023
https://www.pv-magazine.com/2022/02/24/polysilicon-price-fluctuations-expected-to-continue-until-late-2023/
FEBRUARY 24, 2022
___________________
Kilde til overskrift
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend
APRIL 20, 2022
"
..
The slight decrease in the average polysilicon spot price on April 20 is purely due to a weakening Chinese Yuan; EnergyTrend’s spot price average of mono-grade polysilicon in China has further risen to CNY252/kg (incl. 13% VAT) from CNY251/kg last week.
..
Our recommendation
Bernreuter Research recommends that you you look at PVinsights, EnergyTrend and PV InfoLink for comparison, rather than favoring the price data from just one provider.
Statements on the market trend can be contradictory from time to time. If, for instance, one data provider reports high polysilicon inventories in the value chain whereas the other claims low ones, the latter may be based on information from suppliers that are interested in playing down the scope of inventories in order to be in a better bargaining position vis-à-vis their customers. For this reason, it is always a good idea to base your judgment on several views and sometimes, you just have to live with information discrepancies.
"
http://pvinsights.com/
https://www.energytrend.com/pricequotes.html
https://www.infolink-group.com/en/solar/spot-price
___________________
What’s next for polysilicon?
https://www.pv-magazine.com/2021/10/26/whats-next-for-polysilicon/
OCTOBER 26, 2021
China’s cheap electricity crowds out foreign polysilicon
https://www.pv-magazine.com/2021/02/18/chinas-cheap-electricity-crowds-out-foreign-polysilicon/
FEBRUARY 18, 2021
“
..
Polysilicon market analyst Johannes Bernreuter says China imported around 30% less polysilicon last year and cornered 80% of the global market for its domestic manufacturers, fueled by uber-low electricity prices.
“South Korea’s polysilicon industry was out-competed by Chinese producers who enjoy extremely low and subsidized electricity rates from coal-fired power plants in the western regions of Xinjiang and Inner Mongolia,” said Bernreuter, noting Korean players OCI and Hanwha exited the market a year ago, citing electricity prices.
..
“
Solar Power May Be the Next Victim of China’s Coal Shortage
https://www.bloomberg.com/news/articles/2021-09-29/china-slashes-silicon-output-signaling-higher-solar-panel-costs
SEPTEMBER 29, 2021
China’s power crisis:
Long-term goals meet short-term realities
https://a9w7k6q9.stackpathcdn.com/wpcms/wp-content/uploads/2021/11/Chinas-power-crisis.pdf
Solar outlook looks bright amid Russia-Ukraine war
https://www.infolink-group.com/en/solar/analysis-trends/PV-markets-remain-bullish-amid-Russia-Ukraine-conflicts
MARCH 31, 2022
"
..
Russia’s invasion of Ukraine has caused oil and natural gas prices to surge. This put renewable energy in the spotlight again. European countries, being aware of their dependence on Russian oil and natural gas, are rolling out plans to diversify energy sources and facilitate the transition to renewables.
..
"
Cumulative installed solar PV capacity worldwide from 2000 to 2020
https://www.statista.com/statistics/280220/global-cumulative-installed-solar-pv-capacity/#:~:text=Global%20cumulative%20solar%20photovoltaic%20capacity,installed%20in%20that%20same%20year.
Redigert 09.07.2022 kl 12:44
Du må logge inn for å svare
manman01
25.04.2022 kl 00:16
18468
UNFINISHED // PLANNED CAPACITY
TONGWEI
LESHAN CITY, SICHUAN PROVINCE // 200,000 MT (50% OF CAPACITY DUE END OF 2022)
Chinese PV Industry Brief: Tongwei plans 200,000 MT polysilicon factory
https://www.pv-magazine.com/2021/07/02/chinese-pv-industry-brief-tongwei-plans-200000-mt-polysilicon-factory/
JULY 2, 2021
DAQO
BAUTOU CITY, INNER MONGOLIA // 200,000 MT (50 % OF WHICH IS DUE 2023)
Chinese PV Industry Brief: Daqo announces $5.2bn investment to expand capacity
https://www.pv-magazine.com/2021/12/21/chinese-pv-industry-brief-daqo-announces-5-2bn-investment-to-expand-capacity/
DECEMBER 21, 2021
XINTE (TBEA)
INNER MONGOLIA // 100,000 MT (DUE 2022)
Chinese PV Industry Brief: Xinte raises funds for 100,000 MT polysilicon factory, Bbetter plans new EVA solar film factory
https://www.pv-magazine.com/2021/08/06/chinese-pv-industry-brief-xinte-raises-funds-for-100000-mt-polysilicon-factory-bbetter-plans-new-eva-solar-film-factory/
AUGUST 6, 2021
CHANGJI COUNTY, XINJIANG // 200,000 MT (DUE JUNE 2024)
Chinese PV Industry Brief: Xinte wants to add another 200,000 tons of polysilicon capacity
https://www.pv-magazine.com/2022/03/15/chinese-pv-industry-brief-xinte-wants-to-add-another-200000-tons-of-polysilicon-capacity/
MARCH 15, 2022
GCL TECHNOLOGY
HONHOT, INNER MONGOLIA // 100,000 MT (DUE ??)
Polysilicon giant planning more production capacity
https://www.pv-magazine.com/2022/04/20/polysilicon-giant-planning-more-production-capacity/
APRIL 20, 2021
JINKO SOLAR:
TAIYUAN CITY, SHANXI PROVINCE // 200,00 MT (DUE END OF 2024)
Chinese PV Industry Brief: Jolywood, Jinko expand polysilicon capacity
https://www.pv-magazine.com/2022/03/18/chinese-pv-industry-brief-jolywood-jinko-expand-polysilicon-capacity/
ZHONGHUAN
INNER MONGOLIA // 120.000 MT (AWAITING APPROVAL)
Chinese PV Industry Brief: Zhonghuan wants to increase polysilicon capacity by 120,000 MT
https://www.pv-magazine.com/2022/04/08/chinese-pv-industry-brief-zhonghuan-wants-to-increase-polysilicon-capacity-by-120000-mt/
APRIL 8, 2022
WUXI SHANGJI
BAOTOU, INNER MONGOLIA // 100,000 MT (DUE ??)
Chinese PV Industry Brief: Shangji Automation expands polysilicon capacity by 100,000 MT
https://www.pv-magazine.com/2022/02/25/chinese-pv-industry-brief-shangji-automation-expands-polysilicon-capacity-by-100000-mt/
FEBRUARY 25, 2022
TONGWEI
LESHAN CITY, SICHUAN PROVINCE // 200,000 MT (50% OF CAPACITY DUE END OF 2022)
Chinese PV Industry Brief: Tongwei plans 200,000 MT polysilicon factory
https://www.pv-magazine.com/2021/07/02/chinese-pv-industry-brief-tongwei-plans-200000-mt-polysilicon-factory/
JULY 2, 2021
DAQO
BAUTOU CITY, INNER MONGOLIA // 200,000 MT (50 % OF WHICH IS DUE 2023)
Chinese PV Industry Brief: Daqo announces $5.2bn investment to expand capacity
https://www.pv-magazine.com/2021/12/21/chinese-pv-industry-brief-daqo-announces-5-2bn-investment-to-expand-capacity/
DECEMBER 21, 2021
XINTE (TBEA)
INNER MONGOLIA // 100,000 MT (DUE 2022)
Chinese PV Industry Brief: Xinte raises funds for 100,000 MT polysilicon factory, Bbetter plans new EVA solar film factory
https://www.pv-magazine.com/2021/08/06/chinese-pv-industry-brief-xinte-raises-funds-for-100000-mt-polysilicon-factory-bbetter-plans-new-eva-solar-film-factory/
AUGUST 6, 2021
CHANGJI COUNTY, XINJIANG // 200,000 MT (DUE JUNE 2024)
Chinese PV Industry Brief: Xinte wants to add another 200,000 tons of polysilicon capacity
https://www.pv-magazine.com/2022/03/15/chinese-pv-industry-brief-xinte-wants-to-add-another-200000-tons-of-polysilicon-capacity/
MARCH 15, 2022
GCL TECHNOLOGY
HONHOT, INNER MONGOLIA // 100,000 MT (DUE ??)
Polysilicon giant planning more production capacity
https://www.pv-magazine.com/2022/04/20/polysilicon-giant-planning-more-production-capacity/
APRIL 20, 2021
JINKO SOLAR:
TAIYUAN CITY, SHANXI PROVINCE // 200,00 MT (DUE END OF 2024)
Chinese PV Industry Brief: Jolywood, Jinko expand polysilicon capacity
https://www.pv-magazine.com/2022/03/18/chinese-pv-industry-brief-jolywood-jinko-expand-polysilicon-capacity/
ZHONGHUAN
INNER MONGOLIA // 120.000 MT (AWAITING APPROVAL)
Chinese PV Industry Brief: Zhonghuan wants to increase polysilicon capacity by 120,000 MT
https://www.pv-magazine.com/2022/04/08/chinese-pv-industry-brief-zhonghuan-wants-to-increase-polysilicon-capacity-by-120000-mt/
APRIL 8, 2022
WUXI SHANGJI
BAOTOU, INNER MONGOLIA // 100,000 MT (DUE ??)
Chinese PV Industry Brief: Shangji Automation expands polysilicon capacity by 100,000 MT
https://www.pv-magazine.com/2022/02/25/chinese-pv-industry-brief-shangji-automation-expands-polysilicon-capacity-by-100000-mt/
FEBRUARY 25, 2022
Redigert 25.04.2022 kl 02:28
Du må logge inn for å svare
manman01
25.04.2022 kl 00:16
18451
Opdateringer:
- Tilføjet link til statista Global cumulative PV installations 2000-2020
- Tilføjet link til PVMAGAZINE US artikel “Wacker falls to fourth in global polysilicon ranking”
- Tilføjet link til statista Global cumulative PV installations 2000-2020
- Tilføjet link til PVMAGAZINE US artikel “Wacker falls to fourth in global polysilicon ranking”
Redigert 27.04.2022 kl 16:56
Du må logge inn for å svare
manman01
25.04.2022 kl 02:22
18296
Chinese poly maker says its granular silicon will be in demand when EU puts up carbon border
https://www.pv-magazine.com/2022/03/30/chinese-poly-maker-says-its-granular-silicon-will-be-in-demand-when-eu-puts-up-carbon-border/
MARCH 30, 2022
"
..
And with the manufacturer producing 47,610 tons of poly last year, and 38,118MW worth of solar wafers, GCL said its low-carbon granular silicon will swiftly enter the wafer supply chain and feed into solar components further down the line at a time when the European Union is preparing to introduce a carbon border which will apply penalties to imports which have heftier carbon footprints than European products.
..
"
Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal
https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770
JULY 31, 2021
https://www.pv-magazine.com/2022/03/30/chinese-poly-maker-says-its-granular-silicon-will-be-in-demand-when-eu-puts-up-carbon-border/
MARCH 30, 2022
"
..
And with the manufacturer producing 47,610 tons of poly last year, and 38,118MW worth of solar wafers, GCL said its low-carbon granular silicon will swiftly enter the wafer supply chain and feed into solar components further down the line at a time when the European Union is preparing to introduce a carbon border which will apply penalties to imports which have heftier carbon footprints than European products.
..
"
Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal
https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770
JULY 31, 2021
Redigert 25.04.2022 kl 02:23
Du må logge inn for å svare
manman01
25.04.2022 kl 09:46
17609
India solar module prices up 38% since mid-2020 as demand outstrips supply
https://www.pv-tech.org/india-solar-module-prices-up-38-since-mid-2020-as-demand-outstrips-supply
APRIL 21, 2022
"
..
A supply and demand mismatch is said to be the most crucial factor that has caused the increases globally, with JMK noting that new renewables targets were set by countries at COP26 last year, while more corporations are pledging to reach net zero.
Soaring polysilicon prices last year also had a knock-on effect while supply chains were further disrupted by COVID-19 lockdowns that paused manufacturing activity. According to JMK, recent lockdowns in China may affect solar module prices too, at least in the short term.
Other factors impacting module prices in India include a new basic customs duty, which has been levied on imports of solar modules at 40% and cells at 25% as of April 1. Anticipating an upsurge in demand for India-made solar modules, domestic solar manufacturers increased their prices by ~3 – 4% between February and March 2022, according to JMK.
..
"
https://www.pv-tech.org/india-solar-module-prices-up-38-since-mid-2020-as-demand-outstrips-supply
APRIL 21, 2022
"
..
A supply and demand mismatch is said to be the most crucial factor that has caused the increases globally, with JMK noting that new renewables targets were set by countries at COP26 last year, while more corporations are pledging to reach net zero.
Soaring polysilicon prices last year also had a knock-on effect while supply chains were further disrupted by COVID-19 lockdowns that paused manufacturing activity. According to JMK, recent lockdowns in China may affect solar module prices too, at least in the short term.
Other factors impacting module prices in India include a new basic customs duty, which has been levied on imports of solar modules at 40% and cells at 25% as of April 1. Anticipating an upsurge in demand for India-made solar modules, domestic solar manufacturers increased their prices by ~3 – 4% between February and March 2022, according to JMK.
..
"
manman01
25.04.2022 kl 09:49
17579
Will polysilicon supply shortage ever stop this year
https://www.infolink-group.com/en/solar/analysis-trends/Will-polysilicon-supply-shortage-ever-stop-this-year
APRIL 1, 2022
"
..
Once manufacturing activity on new polysilicon lines increases in the second half of the year, structural shortage will gradually ease, allowing polysilicon prices to decline. Having said that, prices will not decline rapidly in the second half as high season falls upon. So, prices may stay at above RMB 200/kg in the end of the year, with overall prices decreasing at a pace slower than earlier prediction. Polysilicon supply in regions outside of China, on the other hand, enjoys small premiums, for it can enter the U.S. market and has advantage of low carbon footprint.
Other factors affecting polysilicon supply are China’s policy on energy intensity and consumption and global trade barriers. Energy intensity controls imposed in the second half of 2021 forced many energy-intensive industries to cut production, especially raw material manufacturers such as polysilicon and silicon metal. Sharp reduction in production caused prices to surge, driving up costs across the supply chain. It’s expected that China will not impose such strict energy control this year, but if any, supply may be affected again and lead to large price fluctuations in the supply chain.
In terms of foreign trade barriers, the U.S.’ sanctions against goods from Xinjiang remains the biggest threat. Under the Act, products linked to Xinjiang supply chain could be detained by the U.S. Customs following the Withhold Release Order. The import ban will be implemented on June 21, 180 days after the effective date of the Act. The U.S. government has yet to release the standard for certificate of origin investigation; meanwhile, shipments of some manufacturers to the U.S. were seized due to the lack of complete documents. At present, using polysilicon outside of Xinjiang is the safest for the U.S. market. Currently in non-China regions, there are Wacker, OCI and Hemlock that can supply polysilicon, but they only account for 15% of the global total, which equals to 47.3 GW of module volume, enough to supply 30 GW of US demand this year. However, overseas polysilicon also supplies N-type wafer and low carbon footprint product manufacturers, thus making overseas polysilicon a key material for strategic planning of vertically integrated companies this year.
Despite continual additions of new polysilicon capacity, structural shortage will linger until new lines come fully online in the second half. By then, there will be bigger room for prices to fall. Developments in China’s energy intensity policy and foreign trade barriers should be monitored closely for they also determine whether the polysilicon segment will disrupt the PV supply chain this year.
..
"
https://www.infolink-group.com/en/solar/analysis-trends/Will-polysilicon-supply-shortage-ever-stop-this-year
APRIL 1, 2022
"
..
Once manufacturing activity on new polysilicon lines increases in the second half of the year, structural shortage will gradually ease, allowing polysilicon prices to decline. Having said that, prices will not decline rapidly in the second half as high season falls upon. So, prices may stay at above RMB 200/kg in the end of the year, with overall prices decreasing at a pace slower than earlier prediction. Polysilicon supply in regions outside of China, on the other hand, enjoys small premiums, for it can enter the U.S. market and has advantage of low carbon footprint.
Other factors affecting polysilicon supply are China’s policy on energy intensity and consumption and global trade barriers. Energy intensity controls imposed in the second half of 2021 forced many energy-intensive industries to cut production, especially raw material manufacturers such as polysilicon and silicon metal. Sharp reduction in production caused prices to surge, driving up costs across the supply chain. It’s expected that China will not impose such strict energy control this year, but if any, supply may be affected again and lead to large price fluctuations in the supply chain.
In terms of foreign trade barriers, the U.S.’ sanctions against goods from Xinjiang remains the biggest threat. Under the Act, products linked to Xinjiang supply chain could be detained by the U.S. Customs following the Withhold Release Order. The import ban will be implemented on June 21, 180 days after the effective date of the Act. The U.S. government has yet to release the standard for certificate of origin investigation; meanwhile, shipments of some manufacturers to the U.S. were seized due to the lack of complete documents. At present, using polysilicon outside of Xinjiang is the safest for the U.S. market. Currently in non-China regions, there are Wacker, OCI and Hemlock that can supply polysilicon, but they only account for 15% of the global total, which equals to 47.3 GW of module volume, enough to supply 30 GW of US demand this year. However, overseas polysilicon also supplies N-type wafer and low carbon footprint product manufacturers, thus making overseas polysilicon a key material for strategic planning of vertically integrated companies this year.
Despite continual additions of new polysilicon capacity, structural shortage will linger until new lines come fully online in the second half. By then, there will be bigger room for prices to fall. Developments in China’s energy intensity policy and foreign trade barriers should be monitored closely for they also determine whether the polysilicon segment will disrupt the PV supply chain this year.
..
"
Redigert 25.04.2022 kl 09:49
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manman01
25.04.2022 kl 09:58
17501
Foreign investors are ditching China. Russia's war is the latest trigger
https://edition.cnn.com/2022/04/25/investing/china-capital-outflows-covid-ukraine-war-intl-mic-hnk/index.html
APRIL 25, 2022
"
..
Data from the Chinese government also showed a record bond-market retreat by foreign investors in recent months. Overseas investors offloaded a net 35 billion yuan ($5.5 billion) of Chinese government bonds in February, the largest monthly reduction on record, according to China Central Depository and Clearing. The sell-off accelerated in March, hitting a new high of 52 billion yuan ($8.1 billion).
..
"
https://edition.cnn.com/2022/04/25/investing/china-capital-outflows-covid-ukraine-war-intl-mic-hnk/index.html
APRIL 25, 2022
"
..
Data from the Chinese government also showed a record bond-market retreat by foreign investors in recent months. Overseas investors offloaded a net 35 billion yuan ($5.5 billion) of Chinese government bonds in February, the largest monthly reduction on record, according to China Central Depository and Clearing. The sell-off accelerated in March, hitting a new high of 52 billion yuan ($8.1 billion).
..
"
Redigert 25.04.2022 kl 09:59
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manman01
25.04.2022 kl 12:34
17193
Chinese Markets Tank as Investors Worry About Covid-19 Lockdowns
https://www.wsj.com/articles/chinese-markets-tank-as-investors-worry-about-covid-19-lockdowns-11650876174
APRIL 25, 2022
"
..
Chinese stocks suffered their worst selloff in more than two years and the yuan hit its lowest level since late 2020, as investors worried that strict policies to combat Covid-19 would add to the pressures weighing on China’s economic growth and corporate profits.
The battle with the Omicron variant of Covid-19 is adding to a series of challenges for China’s economy and markets, on top of domestic regulatory crackdowns, the war in Ukraine, and a shift toward tighter monetary policy by many central banks to tackle galloping inflation.
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"
https://www.wsj.com/articles/chinese-markets-tank-as-investors-worry-about-covid-19-lockdowns-11650876174
APRIL 25, 2022
"
..
Chinese stocks suffered their worst selloff in more than two years and the yuan hit its lowest level since late 2020, as investors worried that strict policies to combat Covid-19 would add to the pressures weighing on China’s economic growth and corporate profits.
The battle with the Omicron variant of Covid-19 is adding to a series of challenges for China’s economy and markets, on top of domestic regulatory crackdowns, the war in Ukraine, and a shift toward tighter monetary policy by many central banks to tackle galloping inflation.
..
"
manman01
25.04.2022 kl 15:17
16963
Global Energy Spending to Soar This Year
https://www.echemi.com/cms/615932.html
APRIL 25, 2022
"
..
Rystad, a Norwegian energy consultancy, said recently that soaring oil, gas and electricity prices, coupled with the European Union's reduced dependence on Russia for supplies and the impact of the new crown pneumonia epidemic, will make global energy expenditures soar to $2.1 trillion this year.
According to Rystad's research, oil and gas producers around the world are actively increasing their investment budgets to increase production due to the global energy shortage caused by the Russian-Ukrainian conflict. This year, upstream oil and gas industry spending will rise 16 percent, or $142 billion, from last year. In addition, the new crown pneumonia epidemic and sanctions against Russia have caused global material prices, labor costs and freight costs to rise. In terms of green energy, the global wind and solar power capacity will increase by 250 gigawatts based on current projects, and will drive a 24% increase in green energy spending, or an increase of $125 billion. Rystad estimates that the cost of oil and gas projects has increased by 10% to 20% compared with 2020 levels, mainly due to rising steel prices and a tightening supplier market. In the field of renewable energy, the prices of raw materials such as lithium, nickel, copper and polysilicon have risen sharply, causing the cost of renewable energy projects to rise by 10% to 35% over the same period.
..
"
https://www.echemi.com/cms/615932.html
APRIL 25, 2022
"
..
Rystad, a Norwegian energy consultancy, said recently that soaring oil, gas and electricity prices, coupled with the European Union's reduced dependence on Russia for supplies and the impact of the new crown pneumonia epidemic, will make global energy expenditures soar to $2.1 trillion this year.
According to Rystad's research, oil and gas producers around the world are actively increasing their investment budgets to increase production due to the global energy shortage caused by the Russian-Ukrainian conflict. This year, upstream oil and gas industry spending will rise 16 percent, or $142 billion, from last year. In addition, the new crown pneumonia epidemic and sanctions against Russia have caused global material prices, labor costs and freight costs to rise. In terms of green energy, the global wind and solar power capacity will increase by 250 gigawatts based on current projects, and will drive a 24% increase in green energy spending, or an increase of $125 billion. Rystad estimates that the cost of oil and gas projects has increased by 10% to 20% compared with 2020 levels, mainly due to rising steel prices and a tightening supplier market. In the field of renewable energy, the prices of raw materials such as lithium, nickel, copper and polysilicon have risen sharply, causing the cost of renewable energy projects to rise by 10% to 35% over the same period.
..
"
Redigert 25.04.2022 kl 15:19
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manman01
26.04.2022 kl 15:57
16527
China’s Solar Polysilicon Giants Are Expanding as Profits Surge
https://finance.yahoo.com/news/china-solar-polysilicon-giants-expanding-021624530.html
(https://www.bloomberg.com/news/articles/2022-04-26/china-s-solar-polysilicon-giants-are-expanding-as-profits-surge)
APRIL 26, 2022
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Moreover, the boost to polysilicon capacity may not fully match the surge in solar demand. The ambitious solar installation tenders recently announced by state-owned energy companies, China’s major renewable developers, has continued to lift prices for solar panels and the rest of the supply chain, according to industry media Solarbe. Market demand for solar products could continue to rise and prices for polysilicon will remain high throughout the fourth quarter if the SOEs don’t lower their installation targets this year, the report said.
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"
https://finance.yahoo.com/news/china-solar-polysilicon-giants-expanding-021624530.html
(https://www.bloomberg.com/news/articles/2022-04-26/china-s-solar-polysilicon-giants-are-expanding-as-profits-surge)
APRIL 26, 2022
"
..
Moreover, the boost to polysilicon capacity may not fully match the surge in solar demand. The ambitious solar installation tenders recently announced by state-owned energy companies, China’s major renewable developers, has continued to lift prices for solar panels and the rest of the supply chain, according to industry media Solarbe. Market demand for solar products could continue to rise and prices for polysilicon will remain high throughout the fourth quarter if the SOEs don’t lower their installation targets this year, the report said.
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"
Redigert 26.04.2022 kl 16:00
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manman01
27.04.2022 kl 05:52
16217
Solar PV Panel Market to Garner $641.1 Bn, Globally, by 2030 at 11.9% CAGR: Allied Market Research
https://www.prnewswire.com/news-releases/solar-pv-panel-market-to-garner-641-1-bn-globally-by-2030-at-11-9-cagr-allied-market-research-301533128.html
APRIL 26, 2022
https://www.prnewswire.com/news-releases/solar-pv-panel-market-to-garner-641-1-bn-globally-by-2030-at-11-9-cagr-allied-market-research-301533128.html
APRIL 26, 2022
manman01
27.04.2022 kl 06:09
16173
Logistical logjam may ease while pandemic wears on
https://www.infolink-group.com/en/solar/spot-price/2022-0420-PV-spot-price
APRIL 20, 2022
“..
Impacts the pandemic has on logistics persists, disrupting deliveries across the supply chain.
Polysilicon manufacturers continue releasing new production capacities. However, as of April, actual production volume only sees limited growth, owing to line inspection plans of several manufacturers. New production capacities come online at various paces. Imbalanced relationship between polysilicon supply and demand from the ingot segment can hardly improve.
Prices for mono-grade polysilicon rise to RMB 243-248/kg. Prices for long-term orders accordingly increase, whilst trading prices of sporadic orders see bigger hikes, coming in at RMB 253-256/kg. Overall, prices stay on an upward trend, with the high-price range advancing further.
..”
https://www.infolink-group.com/en/solar/spot-price/2022-0420-PV-spot-price
APRIL 20, 2022
“..
Impacts the pandemic has on logistics persists, disrupting deliveries across the supply chain.
Polysilicon manufacturers continue releasing new production capacities. However, as of April, actual production volume only sees limited growth, owing to line inspection plans of several manufacturers. New production capacities come online at various paces. Imbalanced relationship between polysilicon supply and demand from the ingot segment can hardly improve.
Prices for mono-grade polysilicon rise to RMB 243-248/kg. Prices for long-term orders accordingly increase, whilst trading prices of sporadic orders see bigger hikes, coming in at RMB 253-256/kg. Overall, prices stay on an upward trend, with the high-price range advancing further.
..”
manman01
27.04.2022 kl 10:22
15964
Ak ja, i takt med der kigges væk fra Rusland, kigges der mod Kina som fremtidig energi leverandør.. Havde det ikke været mere sikkert og smartere at satse på at skabe egne værdikæder indenfor energi, og især grøn energi? (;
Ukraine Latest: EU Accuses Russia of Blackmail in Gas Standoff
https://www.bloomberg.com/news/articles/2022-04-27/ukraine-latest-russia-says-it-cut-gas-flows-to-poland-bulgaria
APRIL 27, 2022
Ukraine Latest: EU Accuses Russia of Blackmail in Gas Standoff
https://www.bloomberg.com/news/articles/2022-04-27/ukraine-latest-russia-says-it-cut-gas-flows-to-poland-bulgaria
APRIL 27, 2022
manman01
27.04.2022 kl 11:27
15840
Chinese Commodities Shrug at Xi’s Pledge as Lockdowns Hit Demand
https://financialpost.com/pmn/business-pmn/chinese-commodities-shrug-at-xis-pledge-as-lockdowns-hit-demand
APRIL 27, 2022
“..
In the meantime, the evidence is piling up that Chinese commodities demand is facing its biggest challenge since the lockdowns at the beginning of the pandemic. Bloomberg Intelligence estimates that crude imports could drop by almost a fifth in April because of mobility restrictions. The purchasing managers’ indexes due in coming days are expected to have tumbled further into contraction. And according to satellite data, Chinese port activity has fallen below the levels seen in early 2020, while construction has plummeted, suggesting that conditions will only worsen if Covid lockdowns spread.
..”
https://financialpost.com/pmn/business-pmn/chinese-commodities-shrug-at-xis-pledge-as-lockdowns-hit-demand
APRIL 27, 2022
“..
In the meantime, the evidence is piling up that Chinese commodities demand is facing its biggest challenge since the lockdowns at the beginning of the pandemic. Bloomberg Intelligence estimates that crude imports could drop by almost a fifth in April because of mobility restrictions. The purchasing managers’ indexes due in coming days are expected to have tumbled further into contraction. And according to satellite data, Chinese port activity has fallen below the levels seen in early 2020, while construction has plummeted, suggesting that conditions will only worsen if Covid lockdowns spread.
..”
manman01
27.04.2022 kl 12:29
15706
manman01
27.04.2022 kl 12:51
15600
Som sidste uges opdatering, kan denne udvikling nok skyldes yuan/dollar kursen går ned.
https://finance.yahoo.com/quote/CNYUSD=X/
https://finance.yahoo.com/quote/CNYUSD=X/
Redigert 27.04.2022 kl 12:52
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manman01
27.04.2022 kl 16:32
15397
Ser ud til denne artikel enten er i stykker, eller ikke er udgivet - medmindre man skal betale🥴 uanset, kommer artiklen bliver tråden bumpet
Upstream price hikes drive up supply chain prices, pushing limit on downstream acceptance
https://www.infolink-group.com/en/solar/spot-price/2022-0427-PV-spot-price
APRIL 27, 2022
“
*Spot price will be suspended once next week (May 4) for the Chinese Labor Day holiday.
We will update spot price article on Thursday.
“
Upstream price hikes drive up supply chain prices, pushing limit on downstream acceptance
https://www.infolink-group.com/en/solar/spot-price/2022-0427-PV-spot-price
APRIL 27, 2022
“
*Spot price will be suspended once next week (May 4) for the Chinese Labor Day holiday.
We will update spot price article on Thursday.
“
Redigert 27.04.2022 kl 16:32
Du må logge inn for å svare
manman01
27.04.2022 kl 16:37
15405
Wacker falls to fourth in global polysilicon ranking
https://pv-magazine-usa.com/2022/04/27/wacker-falls-to-fourth-in-global-polysilicon-ranking/
APRIL 27, 2022
“..
‘Follow China’s lead’
“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime,” said Bernreuter. “Western governments should not make the same mistake with China. It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing, and strategic foresight.”
..”
https://pv-magazine-usa.com/2022/04/27/wacker-falls-to-fourth-in-global-polysilicon-ranking/
APRIL 27, 2022
“..
‘Follow China’s lead’
“Russia’s invasion of Ukraine has opened the eyes for what it means to be economically dependent on a dictatorial regime,” said Bernreuter. “Western governments should not make the same mistake with China. It is high time to establish non-Chinese solar supply chains. China has demonstrated what the ingredients of success are: low electricity rates for power-hungry polysilicon and ingot production, loan guarantees for private investment, cost-efficient equipment manufacturing, and strategic foresight.”
..”
McCartney
27.04.2022 kl 16:37
15457
Bare å sitte i ro i båten, snart slår lensene inn og da blir det bare morro igjen.
Selges ikke under Røkkes pris uansett her i huset :-)
Selges ikke under Røkkes pris uansett her i huset :-)
manman01
28.04.2022 kl 14:50
15005
Wafers to Trigger New Round of Inflation; End Sector Intensifies in Wait-and-See Attitude
https://www.energytrend.com/pricequotes/20220428-28015.html
APRIL 28, 2022
"
..
Polysilicon had carried on with a small inflation this week, with mono polysilicon sitting on an overall quotation of roughly RMB 254/kg. Polysilicon businesses started signing for orders of May this week. The polysilicon market is currently restricted in supply due to unmitigated pandemic status in the country on the one hand, where impeded provision of raw materials for polysilicon has impacted output, while the import volume has also decelerated in arrival time due to the pandemic. Wafer businesses continue to release new capacity, and are generating incessant demand for polysilicon, where the sentiment of scarcity is yielding intensifying awareness in stocking that has only aggravated the excess demand status and provided sufficient inflation dynamics. On the other hand, the obstructed logistics in partial regions has delayed arrival time of polysilicon, and a number of businesses are seeking for new methods to increase their orders temporarily. A segment of sporadic and urgent orders have been concluded with high prices, which have somewhat elevated the prices of polysilicon.
An observation on the production, operation, and shipment of the polysilicon segment indicated that two businesses are still under overhaul and maintenance this week. The domestic production volume of multi polysilicon is expected to be approximately 58K tons in April under a MoM increase of 6.2%, and the increment will primarily come from the expanded releases of businesses such as Yongxiang, GCL, and Daqo Energy.
..
"
https://www.energytrend.com/pricequotes/20220428-28015.html
APRIL 28, 2022
"
..
Polysilicon had carried on with a small inflation this week, with mono polysilicon sitting on an overall quotation of roughly RMB 254/kg. Polysilicon businesses started signing for orders of May this week. The polysilicon market is currently restricted in supply due to unmitigated pandemic status in the country on the one hand, where impeded provision of raw materials for polysilicon has impacted output, while the import volume has also decelerated in arrival time due to the pandemic. Wafer businesses continue to release new capacity, and are generating incessant demand for polysilicon, where the sentiment of scarcity is yielding intensifying awareness in stocking that has only aggravated the excess demand status and provided sufficient inflation dynamics. On the other hand, the obstructed logistics in partial regions has delayed arrival time of polysilicon, and a number of businesses are seeking for new methods to increase their orders temporarily. A segment of sporadic and urgent orders have been concluded with high prices, which have somewhat elevated the prices of polysilicon.
An observation on the production, operation, and shipment of the polysilicon segment indicated that two businesses are still under overhaul and maintenance this week. The domestic production volume of multi polysilicon is expected to be approximately 58K tons in April under a MoM increase of 6.2%, and the increment will primarily come from the expanded releases of businesses such as Yongxiang, GCL, and Daqo Energy.
..
"
Redigert 28.04.2022 kl 14:53
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manman01
28.04.2022 kl 14:52
14991
Så blev den tilgængelig :)
"The polysilicon sector sees actual supply volume upticks this month, as new production capacities gradually come online. But the growth is still limited, subject to recent inspection plans that affect existing production volume. In May, supply volume is expected to increase by 6-9%.
Polysilicon prices stay on a slow upward trip this month, coming in at RMB 246-253/kg for mono-grade polysilicon for the time being. In the meantime, price quotes for orders in May rise, with major manufacturers reaching beyond RMB 253/kg. Trading prices for sporadic orders climb to RMB 253-256/kg. Overall, prices remain elevated, pushing up the high-price range where orders are sealed.
"
"The polysilicon sector sees actual supply volume upticks this month, as new production capacities gradually come online. But the growth is still limited, subject to recent inspection plans that affect existing production volume. In May, supply volume is expected to increase by 6-9%.
Polysilicon prices stay on a slow upward trip this month, coming in at RMB 246-253/kg for mono-grade polysilicon for the time being. In the meantime, price quotes for orders in May rise, with major manufacturers reaching beyond RMB 253/kg. Trading prices for sporadic orders climb to RMB 253-256/kg. Overall, prices remain elevated, pushing up the high-price range where orders are sealed.
"
Redigert 28.04.2022 kl 14:53
Du må logge inn for å svare
manman01
28.04.2022 kl 15:02
15031
Det er ikke kun i Kina de tjener godt :)
WACKER achieves sales above €2 billion for the first time in Q1 2022 and more than doubles EBITDA year over year
https://www.wacker.com/cms/en-us/about-wacker/press-and-media/press/press-releases/detail-170112.html
APRIL 28, 2022
"
..
AT €2.08 BILLION, GROUP SALES FOR Q1 2022 UP 53 PERCENT YEAR OVER YEAR AND 23 PERCENT QUARTER OVER QUARTER
EBITDA CLIMBS TO €644 MILLION, MORE THAN TWICE AS HIGH YEAR OVER YEAR AND UP 26 PERCENT OVER THE PREVIOUS QUARTER, DUE TO HIGHER PRICES AND POSITIVE PRODUCT-MIX EFFECTS
NET INCOME FOR Q1 AT €403 MILLION
NET CASH FLOW AT €18 MILLION DUE TO HIGHER WORKING CAPITAL AND A PAYMENT FOR INVESTMENT IN SPECIALTY SILANES MANUFACTURER SICO
SALES FORECAST RAISED: GROUP SALES PROJECTED AT AROUND €7.5 BILLION IN 2022, WITH EBITDA STILL EXPECTED TO BE BETWEEN €1.2 BILLION AND €1.5 BILLION
:.
"
WACKER achieves sales above €2 billion for the first time in Q1 2022 and more than doubles EBITDA year over year
https://www.wacker.com/cms/en-us/about-wacker/press-and-media/press/press-releases/detail-170112.html
APRIL 28, 2022
"
..
AT €2.08 BILLION, GROUP SALES FOR Q1 2022 UP 53 PERCENT YEAR OVER YEAR AND 23 PERCENT QUARTER OVER QUARTER
EBITDA CLIMBS TO €644 MILLION, MORE THAN TWICE AS HIGH YEAR OVER YEAR AND UP 26 PERCENT OVER THE PREVIOUS QUARTER, DUE TO HIGHER PRICES AND POSITIVE PRODUCT-MIX EFFECTS
NET INCOME FOR Q1 AT €403 MILLION
NET CASH FLOW AT €18 MILLION DUE TO HIGHER WORKING CAPITAL AND A PAYMENT FOR INVESTMENT IN SPECIALTY SILANES MANUFACTURER SICO
SALES FORECAST RAISED: GROUP SALES PROJECTED AT AROUND €7.5 BILLION IN 2022, WITH EBITDA STILL EXPECTED TO BE BETWEEN €1.2 BILLION AND €1.5 BILLION
:.
"
Er dette prisen på polysilisium?
Oslo (Infront TDN Direkt): Polysilisiumprisen i spotmarkedet er ned 2,28 prosent til 32,12 dollar pr kilo den seneste uken, melder PV Insights i sin ukentlige prisoppdatering onsdag.
TDN Direkt finans@tdn.no Infront TDN Direkt
Oslo (Infront TDN Direkt): Polysilisiumprisen i spotmarkedet er ned 2,28 prosent til 32,12 dollar pr kilo den seneste uken, melder PV Insights i sin ukentlige prisoppdatering onsdag.
TDN Direkt finans@tdn.no Infront TDN Direkt
manman01
28.04.2022 kl 15:33
14967
Det er hvad der bliver rapporteret (: Som der står i hovedopslaget:
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend
APRIL 20, 2022
"
..
The slight decrease in the average polysilicon spot price on April 20 is purely due to a weakening Chinese Yuan; EnergyTrend’s spot price average of mono-grade polysilicon in China has further risen to CNY252/kg (incl. 13% VAT) from CNY251/kg last week.
..
Our recommendation
Bernreuter Research recommends that you you look at PVinsights, EnergyTrend and PV InfoLink for comparison, rather than favoring the price data from just one provider.
Statements on the market trend can be contradictory from time to time. If, for instance, one data provider reports high polysilicon inventories in the value chain whereas the other claims low ones, the latter may be based on information from suppliers that are interested in playing down the scope of inventories in order to be in a better bargaining position vis-à-vis their customers. For this reason, it is always a good idea to base your judgment on several views and sometimes, you just have to live with information discrepancies.
"
Edit: Jeg vil også tilføje, jeg har gjort akkurat som anbefalet af Bernreuter. Postede pris fra PVinsights og infolinkgroup i går, samt energytrends i dag.
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend
APRIL 20, 2022
"
..
The slight decrease in the average polysilicon spot price on April 20 is purely due to a weakening Chinese Yuan; EnergyTrend’s spot price average of mono-grade polysilicon in China has further risen to CNY252/kg (incl. 13% VAT) from CNY251/kg last week.
..
Our recommendation
Bernreuter Research recommends that you you look at PVinsights, EnergyTrend and PV InfoLink for comparison, rather than favoring the price data from just one provider.
Statements on the market trend can be contradictory from time to time. If, for instance, one data provider reports high polysilicon inventories in the value chain whereas the other claims low ones, the latter may be based on information from suppliers that are interested in playing down the scope of inventories in order to be in a better bargaining position vis-à-vis their customers. For this reason, it is always a good idea to base your judgment on several views and sometimes, you just have to live with information discrepancies.
"
Edit: Jeg vil også tilføje, jeg har gjort akkurat som anbefalet af Bernreuter. Postede pris fra PVinsights og infolinkgroup i går, samt energytrends i dag.
Redigert 28.04.2022 kl 15:36
Du må logge inn for å svare
manman01
29.04.2022 kl 12:58
14706
China Solar Firms Shift Strategy as U.S. Scrutiny Hits Results
https://www.bloombergquint.com/amp/business/china-solar-firms-shift-strategy-as-u-s-scrutiny-hits-results
APRIL 29, 2022
“..
(Bloomberg) -- Two of the world’s biggest solar manufacturers are diverting some panels away from the U.S. as shipments there get detained by Customs.
Executives at both Longi Green Energy Technology Co. and Jinko Solar Co. said in earnings calls this week that they face challenges brought on by the disruptions, and are looking to rising demand in Europe to help offset slowing U.S. sales
Longi, the world’s largest solar module manufacturer, said the company is adjusting its sales target to the U.S. this year after it was only able to ship 200 megawatts of panels in the first quarter. “Almost every order will be checked and detained,” Zhong Baoshen, the company’s chairman, said on Wednesday.
U.S. Customs started to detain solar products shipped by Chinese manufacturers including Longi and Jinko in the second half of last year. The government has banned some solar material from Xinjiang due to alleged human rights abuses in the region, which Beijing has repeatedly denied.
..”
https://www.bloombergquint.com/amp/business/china-solar-firms-shift-strategy-as-u-s-scrutiny-hits-results
APRIL 29, 2022
“..
(Bloomberg) -- Two of the world’s biggest solar manufacturers are diverting some panels away from the U.S. as shipments there get detained by Customs.
Executives at both Longi Green Energy Technology Co. and Jinko Solar Co. said in earnings calls this week that they face challenges brought on by the disruptions, and are looking to rising demand in Europe to help offset slowing U.S. sales
Longi, the world’s largest solar module manufacturer, said the company is adjusting its sales target to the U.S. this year after it was only able to ship 200 megawatts of panels in the first quarter. “Almost every order will be checked and detained,” Zhong Baoshen, the company’s chairman, said on Wednesday.
U.S. Customs started to detain solar products shipped by Chinese manufacturers including Longi and Jinko in the second half of last year. The government has banned some solar material from Xinjiang due to alleged human rights abuses in the region, which Beijing has repeatedly denied.
..”
Redigert 29.04.2022 kl 12:58
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https://www.pv-magazine.com/2022/04/29/oci-secures-1-2-million-polysilicon-order-from-hanwha-solutions/
OCI secures $1.2 million polysilicon order from Hanwha Solutions
OCI will supply polysilicon from its manufacturing facility in Malaysia, which is expected to have an annual capacity of 35,000 metric tons by the end of June.
Nederst i artikkelen: " Hanwha Solutions recently agreed to buy a minority stake in Norway-based polysilicon manufacturer REC Silicon ASA. The move is intended at securing low-carbon photovoltaic materials amid growing demand for renewable energy in the United States, Hanwha Solutions said in a statement. In the United States, REC Silicon owns and operates a polysilicon factory in Moses Lake, Washington, and another facility in Butte, Montana."
OCI secures $1.2 million polysilicon order from Hanwha Solutions
OCI will supply polysilicon from its manufacturing facility in Malaysia, which is expected to have an annual capacity of 35,000 metric tons by the end of June.
Nederst i artikkelen: " Hanwha Solutions recently agreed to buy a minority stake in Norway-based polysilicon manufacturer REC Silicon ASA. The move is intended at securing low-carbon photovoltaic materials amid growing demand for renewable energy in the United States, Hanwha Solutions said in a statement. In the United States, REC Silicon owns and operates a polysilicon factory in Moses Lake, Washington, and another facility in Butte, Montana."
Redigert 29.04.2022 kl 23:45
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Stabukk
30.04.2022 kl 07:40
13870
OCI har i følge artikkelen også produksjon av polysilicon i Sør-Korea, der Hanwha selv ganske nylig har avviklet et polysilicon-anlegg. Er dette et anlegg som Hanwha kan velge å restarte, gitt vedvarende høye priser på dette råstoffet?
Og hvor skal Hanwha videreforedle polysilicon som blir kjøpt av OCI, i Europa eller USA?
Og hvor skal Hanwha videreforedle polysilicon som blir kjøpt av OCI, i Europa eller USA?
Svenn_13
30.04.2022 kl 08:38
13704
Denne artikkelen forklarer litt mere hva som ligger i avtalen.
Hanwha plans to use the supplies mostly for production of low-carbon solar photovoltaic (PV) modules in the North American European markets.
According to OCI on Thursday, its affiliate in Malaysia, OCIMSB, signed a memorandum of understanding to supply polysilicon for ten years from July 2024 to June 2034. The deal size is likely to be $1.2 billion, around 45 percent of OCI’s consolidated sales as of last year.
https://m.pulsenews.co.kr/view.php?year=2022&no=381848
Hanwha plans to use the supplies mostly for production of low-carbon solar photovoltaic (PV) modules in the North American European markets.
According to OCI on Thursday, its affiliate in Malaysia, OCIMSB, signed a memorandum of understanding to supply polysilicon for ten years from July 2024 to June 2034. The deal size is likely to be $1.2 billion, around 45 percent of OCI’s consolidated sales as of last year.
https://m.pulsenews.co.kr/view.php?year=2022&no=381848
Redigert 30.04.2022 kl 08:47
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Håper de har behov for poly før juli 24😅
Da må jo planen være at de tar hele produksjonen til Rec sitt anlegg? Hvis ikke forstår jeg ikke helt opplegget hvis dette råstoffet fra OCI skal brukes i nord amerika.
Har sikkert vært tall på dette tidligere men hva hvis de selger 100% kapasitet på anlegget i ML, hva vil det si i kr og øre i året? Og kursmessig?
Har sikkert vært tall på dette tidligere men hva hvis de selger 100% kapasitet på anlegget i ML, hva vil det si i kr og øre i året? Og kursmessig?
Redigert 30.04.2022 kl 11:00
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BIF78
30.04.2022 kl 10:57
13327
Alt afhænger af prisen🙂 REC har tidligere meldt 100 mio $ ved 75 pct og 15 kr kilo. Prisen er betydelig højere i dag og omkostningerne bliver også væsentligt lavere. Fra 10 til 6-8 ved 100 pct. Så +200 mio er ikke urealistisk bare fra ML ved fuld produktion. Så er der Butte og udvidelsen der.
Drømmescenarie på tirsdag vil være opstart og udvidelse af ML, samt kontrakter med 2-3 købere.
Drømmescenarie på tirsdag vil være opstart og udvidelse af ML, samt kontrakter med 2-3 købere.
Ja prisen idag må jo være det dobbelte og tviler vel på at den prisen vil gå ned når vi har en krig igang og alt av metall vil bli begrenset
manman01
30.04.2022 kl 16:42
12963
Spændende læsning :)
Som jeg har postet længere oppe:
Will polysilicon supply shortage ever stop this year
https://www.infolink-group.com/en/solar/analysis-trends/Will-polysilicon-supply-shortage-ever-stop-this-year
APRIL 1, 2022
"
..
Once manufacturing activity on new polysilicon lines increases in the second half of the year, structural shortage will gradually ease, allowing polysilicon prices to decline. Having said that, prices will not decline rapidly in the second half as high season falls upon. So, prices may stay at above RMB 200/kg in the end of the year, with overall prices decreasing at a pace slower than earlier prediction. Polysilicon supply in regions outside of China, on the other hand, enjoys small premiums, for it can enter the U.S. market and has advantage of low carbon footprint.
.."
Som jeg har postet længere oppe:
Will polysilicon supply shortage ever stop this year
https://www.infolink-group.com/en/solar/analysis-trends/Will-polysilicon-supply-shortage-ever-stop-this-year
APRIL 1, 2022
"
..
Once manufacturing activity on new polysilicon lines increases in the second half of the year, structural shortage will gradually ease, allowing polysilicon prices to decline. Having said that, prices will not decline rapidly in the second half as high season falls upon. So, prices may stay at above RMB 200/kg in the end of the year, with overall prices decreasing at a pace slower than earlier prediction. Polysilicon supply in regions outside of China, on the other hand, enjoys small premiums, for it can enter the U.S. market and has advantage of low carbon footprint.
.."
manman01
03.05.2022 kl 21:50
12121
New round of solar polysilicon, wafer and cell price increases as supply disruption continues
https://www.pv-tech.org/new-round-of-solar-polysilicon-wafer-and-cell-price-increases-as-supply-disruption-continues/
MAY 3, 2022
"
..
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.
Last week saw wafer providers LONGi and Zhonghuan Semiconductor (TZS) and cell producer Tongwei all instigate another round of price increases, the latest in a string of hikes to the cost of solar PV materials and components since the turn of the year.
..
Polysilicon pricing, meanwhile, rose once again, the most recent average prices for the material, as published by PVInfoLink and EnergyTrend last week, having risen above the RMB250/kg – inclusive of China’s 20% sales tax – for the first time since December 2021.
...
"
https://www.pv-tech.org/new-round-of-solar-polysilicon-wafer-and-cell-price-increases-as-supply-disruption-continues/
MAY 3, 2022
"
..
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.
Last week saw wafer providers LONGi and Zhonghuan Semiconductor (TZS) and cell producer Tongwei all instigate another round of price increases, the latest in a string of hikes to the cost of solar PV materials and components since the turn of the year.
..
Polysilicon pricing, meanwhile, rose once again, the most recent average prices for the material, as published by PVInfoLink and EnergyTrend last week, having risen above the RMB250/kg – inclusive of China’s 20% sales tax – for the first time since December 2021.
...
"
Redigert 03.05.2022 kl 21:51
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manman01
11.05.2022 kl 12:38
11174
manman01
11.05.2022 kl 12:39
11159
Polysilicon (Per KG) 2022/05/11
Item High Low Avg Chg
Mono-Grade Polysilicon (RMB)
265 253 259 1.97 %
Polysilicon Outside China (USD)
35.246 32.878 34.184 -0.21
https://m.energytrend.com/pricequotes.html
Item High Low Avg Chg
Mono-Grade Polysilicon (RMB)
265 253 259 1.97 %
Polysilicon Outside China (USD)
35.246 32.878 34.184 -0.21
https://m.energytrend.com/pricequotes.html