Polysilicon profits as demand returns
Polysilicon: Jade Jones, Solar Analyst at GTM Research, looks ahead to what the year 2014 may bring for the polysilicon industry, in terms of both pricing and the sectors wider outlook.
Comparing polysilicon demand to available supply for 2014 indicates a significantly tighter picture than 2013, with ramped tier-1 and tier-2 capacity exceeding demand by only 9%, compared to 30% in 2012 and 26% in 2011. GTM Research believe that the upside potential to these supply estimates in 2014 is limited. While there are a few …
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