Featured in Weathering the storm in 2022 – 12-2022

Soaring polysilicon prices drive investment

Polysilicon prices have soared since hitting a low point in 2019, as supply has not kept up with demand. This rise has brought significant investment in the sector and those funds could lead to oversupply in the long term. InfoLink senior analyst Dora Zhao examines the global landscape for polysilicon supplies.

Ill-balanced supply and demand caused polysilicon prices to rise continuously in recent months. Tracing the current trend back to at least 2019, many polysilicon manufacturers in China and abroad were forced to close capacity permanently due to persistently low prices and margin pressure, resulting in a shrinkage of global polysilicon capacity.InfoLink calculated that in early …

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