From China, to the world
Solar supply chain: Market prices across the supply chain become inconsistent as upstream/midstream companies differ in capacity expansion progress. Corrine Lin examines the polysilicon, wafer, cell, and module fluctuations to expect this year.
Looking back at 2017, China, finishing the year with 51 GW of module demand, was not the only country to exceed its expected installations. Manufacturers outside China also had full capacity in the second half of 2017 due to the sudden trade war with the U.S. Total module demand in 2017 from the U.S. was …
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