Featured in The great integrator – 08-2022

Polysilicon growth lags behind demand

Policy developments worldwide have led to strong growth of renewable energy. Demand from large markets such as Europe, China, and Brazil continues to beat expectations. InfoLink has revised up its module demand forecast to 239-270 GW this year – representing significant growth of up to 34% from last year’s 178 GW of installations. However, analyst Dora Zhao finds that availability of polysilicon could be a major limiting factor in meeting this demand.

By

pv magazine

09 Aug 2022

Source: InfoLink

The PV industry has been paying close attention to solar supply capacity since 2020, especially in the polysilicon sector. Expansion continues in all supply chain segments, but the pace of new polysilicon capacity commissioning has lagged demand growth since 2021. Supply and demand remains out of proportion, putting the polysilicon segment under pressure.Global polysilicon capacity …

This article is part of pv+

Subscribe digitally to unlock exclusive investigative reporting, expert insights, in-depth analysis, and premium background coverage. Your subscription also includes full access to the digital edition of our magazine.