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
Tror nok gråbein har mer rett i sin optimisme om batterier enn deg.
Jeg har hvertfall selv prøvd å være kritisk og har nevnt flere ting som kan være negativt. Akkurat nå sliter jeg med å identifisere nedside 1-2år frem i tid. Annet enn WW3 stort sett. Selve oppturen tror jeg starter nå straks. Tipper vi får info før Q2.
Jeg har hvertfall selv prøvd å være kritisk og har nevnt flere ting som kan være negativt. Akkurat nå sliter jeg med å identifisere nedside 1-2år frem i tid. Annet enn WW3 stort sett. Selve oppturen tror jeg starter nå straks. Tipper vi får info før Q2.
Redigert 08.07.2022 kl 23:52
Du må logge inn for å svare
manman01
09.07.2022 kl 12:45
6248
recyara skrev Energytrend opp 3.25% Pvinsights opp 1.73% i dag.
Module Prices and Operating Rate May Endure Pressure as Wafers and Cells Follow Up on New High Polysilicon Prices
https://www.energytrend.com/pricequotes/20220707-29259.html
JULY 8, 2022
"
..
Polysilicon prices continued to rise this week, with overall mono polysilicon quotations arriving at a new high of roughly RMB 290/kg. Polysilicon prices have been ascending on a faster pace recently primarily owing to the excess demand status of the polysilicon market that has now exacerbated. Polysilicon businesses have signed for their long-term July orders, with some orders being signed until August. Several businesses are exhibiting apparent reluctance in selling by only willing to sign for 1-2 weeks of orders since they are optimistic towards subsequent polysilicon prices.
An observation on the production and operation status of the polysilicon segment indicates that East Hope has yet to recover production from overhaul, while another four businesses are also gradually entering overhaul. Domestic polysilicon output is expected to drop marginally, whereas the restricted number of arriving ships carrying imported products will also result in a reduction of overall supply within the short term. The persisting end demand that has led to an increase in wafer demand and aggravated the excess demand status has provided sufficient support for polysilicon prices. Sporadic and urgent orders are likely to yield a continuous surge in polysilicon prices before long-term orders for August are signed.
..
"
https://www.energytrend.com/pricequotes/20220707-29259.html
JULY 8, 2022
"
..
Polysilicon prices continued to rise this week, with overall mono polysilicon quotations arriving at a new high of roughly RMB 290/kg. Polysilicon prices have been ascending on a faster pace recently primarily owing to the excess demand status of the polysilicon market that has now exacerbated. Polysilicon businesses have signed for their long-term July orders, with some orders being signed until August. Several businesses are exhibiting apparent reluctance in selling by only willing to sign for 1-2 weeks of orders since they are optimistic towards subsequent polysilicon prices.
An observation on the production and operation status of the polysilicon segment indicates that East Hope has yet to recover production from overhaul, while another four businesses are also gradually entering overhaul. Domestic polysilicon output is expected to drop marginally, whereas the restricted number of arriving ships carrying imported products will also result in a reduction of overall supply within the short term. The persisting end demand that has led to an increase in wafer demand and aggravated the excess demand status has provided sufficient support for polysilicon prices. Sporadic and urgent orders are likely to yield a continuous surge in polysilicon prices before long-term orders for August are signed.
..
"
manman01
09.07.2022 kl 12:45
6246
Knekker
09.07.2022 kl 12:49
6232
Sykt.... hanwha skal betale markedpris. Selv med en rabatt til 30 dollar blir dette en pengemaskin
manman01
09.07.2022 kl 12:57
6205
Husk også at, ikke-kinesisk polysilicon bliver handlet til premium pris🍀🥂
Redigert 09.07.2022 kl 12:57
Du må logge inn for å svare
Stabukk
09.07.2022 kl 13:08
6176
Vi får vel neppe vita pris i ei melding om kontrakt. Kanskje kva sum som evt blir betalt i forskudd.
Mykje tyder på at Rec blir ei pengemaskin, men kor tid oppdagar markedet det og løftar kursen?
Kanskje må vi vera tålmodige nok til solide overskudd kjem på bordet i Q-rapportane i 2024…
Mykje tyder på at Rec blir ei pengemaskin, men kor tid oppdagar markedet det og løftar kursen?
Kanskje må vi vera tålmodige nok til solide overskudd kjem på bordet i Q-rapportane i 2024…
Det tror jeg og.
Men 2 år er jo ingenting i denne sammenheng..
Og så vidt jeg kan se ser det ikke ut til at prisene synker med det første heller.
For ikke å snakke om behovet som vokser utenfor Kina.
Mange takk for oppdateringene 🙌
Men 2 år er jo ingenting i denne sammenheng..
Og så vidt jeg kan se ser det ikke ut til at prisene synker med det første heller.
For ikke å snakke om behovet som vokser utenfor Kina.
Mange takk for oppdateringene 🙌
manman01
13.07.2022 kl 21:13
5631
Polysilicon (Per KG)2022/07/13 update
item High Low Avg Chg
Mono Recycled Polysilicon (RMB) 302 289 295 ( 1.72 % )
Mono Grade Polysilicon (RMB) 297 285 293 ( 2.81 % )
Polysilicon Outside China (USD) 39.722 37.88 38.791 ( 1.67 %
https://www.energytrend.com/solar-price.html
PV Grade PolySilicon (9N/9N+) 40.950 26.000 37.000 1.47 4.14%
N Mono PolySilicon in China (12N/12N+) 40.950 39.200 39.950 1.32 3.42%
N Mono PolySilicon Out of China (12N/12N+) 40.950 39.700 40.280 1.45 3.73%
Unit: USD/Kg more Last Update: 2022-07-13
http://pvinsights.com/
Current polysilicon spot price: US$38.05 per kg +2.3%
Last update: July 13, 2022
"
..
Correction: On July 6 we confused EnergyTrend’s newly introduced price category for mono recycled polysilicon (CNY290/kg) with its mono-grade polysilicon price index (CNY285/kg). Therefore, our correct global polysilicon spot price average on July 6 was US$37.19/kg, not US$37.77/kg as falsely reported last week.
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories is driving up the global polysilicon spot price average. EnergyTrend’s spot price index of mono-grade polysilicon in China has leaped from CNY285/kg last week to CNY293/kg (incl. 13% VAT).
..
"
https://www.bernreuter.com/polysilicon/price-trend/
China projects delayed due to high module prices
https://www.infolink-group.com/en/solar/spot-price/2022-0713-PV-spot-price
JULY 13, 2022
"
We will update spot price article on Thursday.
"
item High Low Avg Chg
Mono Recycled Polysilicon (RMB) 302 289 295 ( 1.72 % )
Mono Grade Polysilicon (RMB) 297 285 293 ( 2.81 % )
Polysilicon Outside China (USD) 39.722 37.88 38.791 ( 1.67 %
https://www.energytrend.com/solar-price.html
PV Grade PolySilicon (9N/9N+) 40.950 26.000 37.000 1.47 4.14%
N Mono PolySilicon in China (12N/12N+) 40.950 39.200 39.950 1.32 3.42%
N Mono PolySilicon Out of China (12N/12N+) 40.950 39.700 40.280 1.45 3.73%
Unit: USD/Kg more Last Update: 2022-07-13
http://pvinsights.com/
Current polysilicon spot price: US$38.05 per kg +2.3%
Last update: July 13, 2022
"
..
Correction: On July 6 we confused EnergyTrend’s newly introduced price category for mono recycled polysilicon (CNY290/kg) with its mono-grade polysilicon price index (CNY285/kg). Therefore, our correct global polysilicon spot price average on July 6 was US$37.19/kg, not US$37.77/kg as falsely reported last week.
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories is driving up the global polysilicon spot price average. EnergyTrend’s spot price index of mono-grade polysilicon in China has leaped from CNY285/kg last week to CNY293/kg (incl. 13% VAT).
..
"
https://www.bernreuter.com/polysilicon/price-trend/
China projects delayed due to high module prices
https://www.infolink-group.com/en/solar/spot-price/2022-0713-PV-spot-price
JULY 13, 2022
"
We will update spot price article on Thursday.
"
manman01
14.07.2022 kl 21:44
5338
PV Price Watch: Module prices rise for first time in months as project delays expected
https://www.pv-tech.org/pv-price-watch-module-prices-rise-for-first-time-in-months-as-project-delays-expected/
JULY 14, 2022
(Alternativt: https://12ft.io/proxy?q=https%3A%2F%2Fwww.pv-tech.org%2Fpv-price-watch-module-prices-rise-for-first-time-in-months-as-project-delays-expected%2F)
"
..
But the industry’s concerns will now fall on solar module prices after they increased for the first time in months, climbing around 1% across the board.
Analysts including PVInfoLink, EnergyTrend and SolarBe all noted the price rise yesterday, with bifacial utility-scale modules using 182mm and 210mm cells rising to around RMB1.97/W (US$0.29c/W). In short, solar modules are about RMB20,000 (US$3,000) more expensive per megawatt than they were last week.
Furthermore, prices for modules bound for distributed solar projects in China – having also rose by around 1% to ~RMB1.95/W this week – are expected to climb to as high as RMB2/W next month.
EnergyTrend has noted the “tremendous pressure” module makers have been under of late and last week’s PV Tech Premium Briefing email included reports that several module makers had elected to shutter some facilities on particular days in response to recent escalations in upstream pricing.
SolarBe has also reported this week that projects in China are being halted in response to the recent price hikes, with domestic appetite for modules at their new prices significantly weaker than appetite in Europe. “In terms of demand, overseas countries have stronger price tolerance and still support demand to a certain extent,” SolarBe’s note reads.
..
"
https://www.pv-tech.org/pv-price-watch-module-prices-rise-for-first-time-in-months-as-project-delays-expected/
JULY 14, 2022
(Alternativt: https://12ft.io/proxy?q=https%3A%2F%2Fwww.pv-tech.org%2Fpv-price-watch-module-prices-rise-for-first-time-in-months-as-project-delays-expected%2F)
"
..
But the industry’s concerns will now fall on solar module prices after they increased for the first time in months, climbing around 1% across the board.
Analysts including PVInfoLink, EnergyTrend and SolarBe all noted the price rise yesterday, with bifacial utility-scale modules using 182mm and 210mm cells rising to around RMB1.97/W (US$0.29c/W). In short, solar modules are about RMB20,000 (US$3,000) more expensive per megawatt than they were last week.
Furthermore, prices for modules bound for distributed solar projects in China – having also rose by around 1% to ~RMB1.95/W this week – are expected to climb to as high as RMB2/W next month.
EnergyTrend has noted the “tremendous pressure” module makers have been under of late and last week’s PV Tech Premium Briefing email included reports that several module makers had elected to shutter some facilities on particular days in response to recent escalations in upstream pricing.
SolarBe has also reported this week that projects in China are being halted in response to the recent price hikes, with domestic appetite for modules at their new prices significantly weaker than appetite in Europe. “In terms of demand, overseas countries have stronger price tolerance and still support demand to a certain extent,” SolarBe’s note reads.
..
"
Redigert 14.07.2022 kl 21:45
Du må logge inn for å svare
manman01
14.07.2022 kl 21:46
5328
The skyrocketing price of one critical metal could put a stop to new solar projects worldwide
https://fortune.com/2022/07/14/solar-projects-could-stop-polysilicon-prices/
JULY 14, 2022
"
..
Relief in sight
The good news is that there should be some relief for the solar industry in August.
China’s Silicon Industry Association said in a July 6 report that it expects polysilicon prices to decline slightly next month owing to increasing domestic production.
Polysilicon is made using metallurgical grade silicon, which is then refined through a chemical purification process called the Siemens process. China’s Silicon Industry Association says the factories that use this process have ramped up production recently to help match rising domestic and Western demand.
The Biden administration also announced last month that it wouldn’t impose any new tariffs on solar-related imports for two years in order to reduce U.S. energy prices. And President Biden authorized the use of the Defense Production Act to help encourage U.S. production of solar panels and counter China’s market dominance.
This reduction in industry costs and increase in solar panel supply should help polysilicon prices come back to earth in the coming years.
..
"
https://fortune.com/2022/07/14/solar-projects-could-stop-polysilicon-prices/
JULY 14, 2022
"
..
Relief in sight
The good news is that there should be some relief for the solar industry in August.
China’s Silicon Industry Association said in a July 6 report that it expects polysilicon prices to decline slightly next month owing to increasing domestic production.
Polysilicon is made using metallurgical grade silicon, which is then refined through a chemical purification process called the Siemens process. China’s Silicon Industry Association says the factories that use this process have ramped up production recently to help match rising domestic and Western demand.
The Biden administration also announced last month that it wouldn’t impose any new tariffs on solar-related imports for two years in order to reduce U.S. energy prices. And President Biden authorized the use of the Defense Production Act to help encourage U.S. production of solar panels and counter China’s market dominance.
This reduction in industry costs and increase in solar panel supply should help polysilicon prices come back to earth in the coming years.
..
"
manman01
21.07.2022 kl 15:40
4976
+0.35%
Last Update: 2022-07-20
http://pvinsights.com/
____
Polysilicon (Per KG)2022/07/20 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 305 289 297 ( 0.68 % )
Mono Dense Polysilicon (RMB) 297 285 295 ( 0.68 % )
Polysilicon Outside China (USD) 40.008 38.302 38.948 ( 0.4 % )
https://www.energytrend.com/solar-price.html
____
Current polysilicon spot price: US$38.19 per kg +0.4%
Last update: July 20, 2022
https://www.bernreuter.com/polysilicon/price-trend/
____
+1%
July 20, 2022
https://www.infolink-group.com/spot-price
Last Update: 2022-07-20
http://pvinsights.com/
____
Polysilicon (Per KG)2022/07/20 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 305 289 297 ( 0.68 % )
Mono Dense Polysilicon (RMB) 297 285 295 ( 0.68 % )
Polysilicon Outside China (USD) 40.008 38.302 38.948 ( 0.4 % )
https://www.energytrend.com/solar-price.html
____
Current polysilicon spot price: US$38.19 per kg +0.4%
Last update: July 20, 2022
https://www.bernreuter.com/polysilicon/price-trend/
____
+1%
July 20, 2022
https://www.infolink-group.com/spot-price
manman01
21.07.2022 kl 15:40
4975
Polysilicon Silicon Expected to Defer as Overseas Demand Exhibits Signs of Deceleration
https://www.energytrend.com/pricequotes/20220721-29448.html
JULY 20, 2022
"
Polysilicon
..
Polysilicon prices continued to climb this week. Mono-Si dense materials and mono-Si compound feedings were respectively concluded at a mainstream price of RMB 297/kg and RMB 295/kg primarily owing to how sporadic and urgent orders had ascended the corresponding prices, though the level of transactions was on the lower end as most polysilicon businesses now lack products to sell, which led to fewer finalized orders despite additional order inquiries. The current strained supply of polysilicon has yet to be mitigated, while overhauls among domestic polysilicon businesses and delayed port arrival of imported polysilicon are also expanding the supply void of polysilicon and wafers, and polysilicon prices are thus carrying on with the inflation tendency.
An observation on the production and operation status of the polysilicon segment this week indicates that Xinjiang GCL, Daqo New Energy, East Hope, Xinte Energy, and Youser have yet to complete their overhauls. According to the production schedule of various businesses, July is expected to see approximately 58K tons of domestic multi polysilicon under a MoM reduction of 5.8%. The increment in production during August will primarily come from the release of several businesses upon their conclusion of overhaul, as well as the release from the expanded capacity of Xinte’s Baotou plant and Tongwei’s 2nd phase plant in Inner Mongolia, though there will be 1-2 businesses that are going into overhaul. Production volume in August will remain higher than that of July, which shrinks down the void of supply, and extends the inflation tendency.
...
"
https://www.energytrend.com/pricequotes/20220721-29448.html
JULY 20, 2022
"
Polysilicon
..
Polysilicon prices continued to climb this week. Mono-Si dense materials and mono-Si compound feedings were respectively concluded at a mainstream price of RMB 297/kg and RMB 295/kg primarily owing to how sporadic and urgent orders had ascended the corresponding prices, though the level of transactions was on the lower end as most polysilicon businesses now lack products to sell, which led to fewer finalized orders despite additional order inquiries. The current strained supply of polysilicon has yet to be mitigated, while overhauls among domestic polysilicon businesses and delayed port arrival of imported polysilicon are also expanding the supply void of polysilicon and wafers, and polysilicon prices are thus carrying on with the inflation tendency.
An observation on the production and operation status of the polysilicon segment this week indicates that Xinjiang GCL, Daqo New Energy, East Hope, Xinte Energy, and Youser have yet to complete their overhauls. According to the production schedule of various businesses, July is expected to see approximately 58K tons of domestic multi polysilicon under a MoM reduction of 5.8%. The increment in production during August will primarily come from the release of several businesses upon their conclusion of overhaul, as well as the release from the expanded capacity of Xinte’s Baotou plant and Tongwei’s 2nd phase plant in Inner Mongolia, though there will be 1-2 businesses that are going into overhaul. Production volume in August will remain higher than that of July, which shrinks down the void of supply, and extends the inflation tendency.
...
"
manman01
21.07.2022 kl 15:41
4964
End users in holding pattern amid still fluctuating upstream prices
https://www.infolink-group.com/energy-article/End-users-in-holding-pattern-amid-still-fluctuating-upstream-prices
JULY 20, 2022
"
..
Polysilicon
Polysilicon price hikes persist. Major manufacturers sealed long-term orders earlier this month, but prices for sporadic orders continue rising. Trading prices for mono-grade polysilicon keep going up recently. However, overall price range widens. Sporadic orders are delivered at different price levels ranging from RMB 292/kg to RMB 307/kg, though order volumes are limited.
Polysilicon prices, already on a slow upward trend, markedly surge in July, as a result of excess demand and adverse impacts that hold back the growth of real polysilicon supply during July and August. Orders under long-term contracts between major manufacturers have been signed in the past two weeks. Actual production volume is limited, and new production capacities come online slowly. Doubled with a manufacturing accident that posed direct impacts on real production volume, polysilicon manufacturers have little inventory left for sporadic orders on the spot market other than long-term orders.
Investigation of InfoLink covers polysilicon prices at which orders have been delivered from the previous Thursday to this Wednesday and have been signed recently. We track mainstream prices and provide feedback for the industry. Therefore, changes and future price trend will gradually emerge during periods of higher order volume. Prices for sporadic orders are to be heeded.
..
"
https://www.infolink-group.com/energy-article/End-users-in-holding-pattern-amid-still-fluctuating-upstream-prices
JULY 20, 2022
"
..
Polysilicon
Polysilicon price hikes persist. Major manufacturers sealed long-term orders earlier this month, but prices for sporadic orders continue rising. Trading prices for mono-grade polysilicon keep going up recently. However, overall price range widens. Sporadic orders are delivered at different price levels ranging from RMB 292/kg to RMB 307/kg, though order volumes are limited.
Polysilicon prices, already on a slow upward trend, markedly surge in July, as a result of excess demand and adverse impacts that hold back the growth of real polysilicon supply during July and August. Orders under long-term contracts between major manufacturers have been signed in the past two weeks. Actual production volume is limited, and new production capacities come online slowly. Doubled with a manufacturing accident that posed direct impacts on real production volume, polysilicon manufacturers have little inventory left for sporadic orders on the spot market other than long-term orders.
Investigation of InfoLink covers polysilicon prices at which orders have been delivered from the previous Thursday to this Wednesday and have been signed recently. We track mainstream prices and provide feedback for the industry. Therefore, changes and future price trend will gradually emerge during periods of higher order volume. Prices for sporadic orders are to be heeded.
..
"
Sa2ri
21.07.2022 kl 15:49
4904
Commodity Sectors Price Date
Polysilicon Chemical 278333.34 2022-07-21
Polysilicon Chemical 275000.00 2022-07-20
http://www.sunsirs.com/uk/prodetail-463.html
Polysilicon Chemical 278333.34 2022-07-21
Polysilicon Chemical 275000.00 2022-07-20
http://www.sunsirs.com/uk/prodetail-463.html
manman01
21.07.2022 kl 15:53
4880
Tak Sa2ri - Det kunne være jeg skulle begynde at inkludere Sunsirs' med i disse (næsten) ugentlige opdateringer?
Jeg manglede vidst også lige denne fra bernreuter:
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend/
JULY 20, 2022
"
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories is driving up the global polysilicon spot price average. EnergyTrend’s spot price index of mono-grade polysilicon in China has increased from CNY293/kg last week to CNY295/kg (incl. 13% VAT).
"
Jeg manglede vidst også lige denne fra bernreuter:
POLYSILICON PRICE TREND
https://www.bernreuter.com/polysilicon/price-trend/
JULY 20, 2022
"
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories is driving up the global polysilicon spot price average. EnergyTrend’s spot price index of mono-grade polysilicon in China has increased from CNY293/kg last week to CNY295/kg (incl. 13% VAT).
"
Intravenøsiu
21.07.2022 kl 15:58
4852
Mener å huske man snakket o en smertegrense i overkant av 20 dollar tidligere for solcellepanel produsenter, det ser ut som denne grensen ligger en del høyere, trolig er vi i det området vi er i nå.
Mulig tynnere wafer/tynnere diamantwire kuttere spiller inn?
Gode utsikter for polysilisium prisen fremover etter min mening.
Mulig tynnere wafer/tynnere diamantwire kuttere spiller inn?
Gode utsikter for polysilisium prisen fremover etter min mening.
Med dagens høye energipriser tror jeg det heller ikke er noe sjans for at polyprisen vil gå noe særlig ned. For at prisen skal synke må først energien blir billigere.
Rec som har tilgang på rimelig kraft og samtidig har en energieffektiv fabrikk, vil dra en enorm fordel i dagens marked.
Rec som har tilgang på rimelig kraft og samtidig har en energieffektiv fabrikk, vil dra en enorm fordel i dagens marked.
manman01
27.07.2022 kl 10:08
4505
Polysilicon prices poised for further gains in 3Q
https://www.argusmedia.com/en/news/2354686-polysilicon-prices-poised-for-further-gains-in-3q?amp=1
JULY 26, 2022
Solar Power Equipment Prices Keep Rising in Clean Energy Threat
https://www.bloomberg.com/news/articles/2022-07-27/solar-panel-costs-rise-in-climate-change-threat-as-longi-boosts-prices
JULY 27, 2022
“..
Solar power equipment makers continued to lift prices this week as soaring polysilicon costs spread through the supply chain and threaten to slow clean energy deployment.
Tongwei Co. on Monday increased prices for solar cells by 3.2% to 4.1% depending on their size, while Longi Green Energy Technology Co. lifted wafer prices 3.3% to 4.3% Tuesday. The increases came after prices of polysilicon, the key material in both products, rose 15% since mid-May amid factory shutdowns due to accidents and planned maintenance.
..”
https://www.argusmedia.com/en/news/2354686-polysilicon-prices-poised-for-further-gains-in-3q?amp=1
JULY 26, 2022
Solar Power Equipment Prices Keep Rising in Clean Energy Threat
https://www.bloomberg.com/news/articles/2022-07-27/solar-panel-costs-rise-in-climate-change-threat-as-longi-boosts-prices
JULY 27, 2022
“..
Solar power equipment makers continued to lift prices this week as soaring polysilicon costs spread through the supply chain and threaten to slow clean energy deployment.
Tongwei Co. on Monday increased prices for solar cells by 3.2% to 4.1% depending on their size, while Longi Green Energy Technology Co. lifted wafer prices 3.3% to 4.3% Tuesday. The increases came after prices of polysilicon, the key material in both products, rose 15% since mid-May amid factory shutdowns due to accidents and planned maintenance.
..”
Redigert 27.07.2022 kl 10:08
Du må logge inn for å svare
manman01
27.07.2022 kl 18:21
4149
Som postet af Sa2ri på ugetråden:
Item High Low Average AvgChg AvgChg%
PV Grade PolySilicon (9N/9N+) 41.950 27.500 38.320 Positive Change Sign1.19 Positive Change Sign 3.2%
N Mono PolySilicon in China (12N/12N+) 41.950 40.650 41.300 Positive Change Sign1.23 Positive Change Sign 3.07%
N Mono PolySilicon Out of China (12N/12N+) 41.950 41.500 41.690 Positive Change Sign1.29 Positive Change Sign 3.19%
PV Grade PolySilicon in China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
PV Grade PolySilicon Outside China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
Unit: USD/Kg more Last Update: 2022-07-27
http://pvinsights.com/
Module price hikes slow on limited trading volumes (Tilgængelig imorgen en gang)
https://www.infolink-group.com/energy-article/525
JULY 27, 2022
Polysilicon (Per KG)2022/07/27 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 308 290 297 ( 0.0 % )
Mono Dense Polysilicon (RMB) 301 285 295 ( 0.0 % )
Polysilicon Outside China (USD) 39.851 38.152 38.795 ( -0.39 % )
https://www.energytrend.com/solar-price.html
Current polysilicon spot price: US$38.20 per kg +/-0%
https://www.bernreuter.com/polysilicon/price-trend/
Last update: July 27, 2022
"
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories has held the global polysilicon spot price average on a high level. EnergyTrend’s spot price index of mono-grade polysilicon in China has remained unchanged at CNY295/kg (incl. 13% VAT).
"
Item High Low Average AvgChg AvgChg%
PV Grade PolySilicon (9N/9N+) 41.950 27.500 38.320 Positive Change Sign1.19 Positive Change Sign 3.2%
N Mono PolySilicon in China (12N/12N+) 41.950 40.650 41.300 Positive Change Sign1.23 Positive Change Sign 3.07%
N Mono PolySilicon Out of China (12N/12N+) 41.950 41.500 41.690 Positive Change Sign1.29 Positive Change Sign 3.19%
PV Grade PolySilicon in China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
PV Grade PolySilicon Outside China (9N/9N+) Visit here for more Poly-Si price Positive Change Sign %
Unit: USD/Kg more Last Update: 2022-07-27
http://pvinsights.com/
Module price hikes slow on limited trading volumes (Tilgængelig imorgen en gang)
https://www.infolink-group.com/energy-article/525
JULY 27, 2022
Polysilicon (Per KG)2022/07/27 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 308 290 297 ( 0.0 % )
Mono Dense Polysilicon (RMB) 301 285 295 ( 0.0 % )
Polysilicon Outside China (USD) 39.851 38.152 38.795 ( -0.39 % )
https://www.energytrend.com/solar-price.html
Current polysilicon spot price: US$38.20 per kg +/-0%
https://www.bernreuter.com/polysilicon/price-trend/
Last update: July 27, 2022
"
Beside the shutdown of East Hope’s plant in Xinjiang after a fire on June 17, reduced output due to regular maintenance at other Chinese factories has held the global polysilicon spot price average on a high level. EnergyTrend’s spot price index of mono-grade polysilicon in China has remained unchanged at CNY295/kg (incl. 13% VAT).
"
Redigert 27.07.2022 kl 18:22
Du må logge inn for å svare
Svenn_13
29.07.2022 kl 18:59
3832
The PV industry needs 12 times more polysilicon production capacity by 2050
New research from the University of New South Wales (UNSW) predicts cumulative polysilicon demand of 46-87 Mt will be required to achieve 63.4 TW of PV installed by 2050.
https://www.pv-magazine.com/2022/07/29/the-pv-industry-needs-12-times-more-polysilicon-production-capacity-by-2050/
29.072022
New research from the University of New South Wales (UNSW) predicts cumulative polysilicon demand of 46-87 Mt will be required to achieve 63.4 TW of PV installed by 2050.
https://www.pv-magazine.com/2022/07/29/the-pv-industry-needs-12-times-more-polysilicon-production-capacity-by-2050/
29.072022
Redigert 29.07.2022 kl 19:00
Du må logge inn for å svare
manman01
30.07.2022 kl 16:06
3399
Chinese PV Industry Brief: Polysilicon price remains flat
https://www.pv-magazine.com/2022/07/29/chinese-pv-industry-brief-polysilicon-price-remains-flat/
JULY 29, 2022
https://www.pv-magazine.com/2022/07/29/chinese-pv-industry-brief-polysilicon-price-remains-flat/
JULY 29, 2022
Skalleknarp
30.07.2022 kl 21:58
3113
Når man ser mange år frem i tid tror jeg nok at det vil tvinge seg frem at det er betraktelig mindre fossilt brennstoff tilgjengelig enn det prognosene tilsier og til astronomiske priser. Da vil bla. sol få enda større trykk… Se bare ute i verden. Enten tørker og brenner det eller så flommer det over. Man tør vel ikke lenger fornekte menneskeskapt klima endringer - mao intet valg!!
Sa2ri
02.08.2022 kl 21:48
2638
Commodity Sectors Price Date
Polysilicon Chemical 283333.34 2022-08-02
Polysilicon Chemical 283333.34 2022-08-01
Polysilicon Chemical 278333.34 2022-07-31
http://www.sunsirs.com/uk/prodetail-463.html
Polysilicon Chemical 283333.34 2022-08-02
Polysilicon Chemical 283333.34 2022-08-01
Polysilicon Chemical 278333.34 2022-07-31
http://www.sunsirs.com/uk/prodetail-463.html
manman01
04.08.2022 kl 08:40
2217
recyara skrev Polysilisiumprisene videre opp i dag på sunsirs.
Polysilicon Chemical 291666.66 2022-08-04
Polysilicon Chemical 283333.34 2022-08-03
Polysilicon Chemical 283333.34 2022-08-02
Polysilicon Chemical 283333.34 2022-08-01
Polysilicon Chemical 278333.34 2022-07-31
Polysilicon Chemical 278333.34 2022-07-30
http://www.sunsirs.com/uk/prodetail-463.html
___
0%
http://pvinsights.com/
___
Polysilicon (Per KG)2022/08/04 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 310 298 302 ( 1.68 % )
Mono Dense Polysilicon (RMB) 307 295 300 ( 1.69 % )
Polysilicon Outside China (USD) 40.716 38.889 39.792 ( 2.57 % )
https://www.energytrend.com/solar-price.html
Artikel kommer senere, følg med her: https://www.energytrend.com/pricequotes.html
___
Current polysilicon spot price: US$38.20 per kg +/-0%
Last update: July 27, 2022
https://www.bernreuter.com/polysilicon/price-trend/
"
August 3, 2022: EnergyTrend’s spot price update has been delayed this week. The price for medium quality of mono-grade polysilicon tracked by the Silicon Branch of the China Non-ferrous Metals Industry Association has risen to CNY300/kg from CNY295.5/kg (incl. 13% VAT) last week.
"
___
(Udgives senere i dag)
Upstream price hike slows as demand stall
https://www.infolink-group.com/energy-article/Upstream-price-hike-slows-as-demand-stall
AUGUST 3, 2022
Polysilicon Chemical 283333.34 2022-08-03
Polysilicon Chemical 283333.34 2022-08-02
Polysilicon Chemical 283333.34 2022-08-01
Polysilicon Chemical 278333.34 2022-07-31
Polysilicon Chemical 278333.34 2022-07-30
http://www.sunsirs.com/uk/prodetail-463.html
___
0%
http://pvinsights.com/
___
Polysilicon (Per KG)2022/08/04 update
item High Low Avg Chg
Mono Recharge Polysilicon (RMB) 310 298 302 ( 1.68 % )
Mono Dense Polysilicon (RMB) 307 295 300 ( 1.69 % )
Polysilicon Outside China (USD) 40.716 38.889 39.792 ( 2.57 % )
https://www.energytrend.com/solar-price.html
Artikel kommer senere, følg med her: https://www.energytrend.com/pricequotes.html
___
Current polysilicon spot price: US$38.20 per kg +/-0%
Last update: July 27, 2022
https://www.bernreuter.com/polysilicon/price-trend/
"
August 3, 2022: EnergyTrend’s spot price update has been delayed this week. The price for medium quality of mono-grade polysilicon tracked by the Silicon Branch of the China Non-ferrous Metals Industry Association has risen to CNY300/kg from CNY295.5/kg (incl. 13% VAT) last week.
"
___
(Udgives senere i dag)
Upstream price hike slows as demand stall
https://www.infolink-group.com/energy-article/Upstream-price-hike-slows-as-demand-stall
AUGUST 3, 2022
Redigert 04.08.2022 kl 08:41
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