Cautious optimism on module oversupply
Module prices from China have eked out slight gains over the past month amid policy changes in the country’s power market. Overcapacity remains an albatross around the market’s neck, however, obscuring the outlook for the second half of the year.
The Chinese Module Marker, the OPIS benchmark assessment for tunnel oxide passivated contact (TOPCon) modules from China rose to a $0.086/Wp free-on-board (FOB) price as of March 4. That FOB price, which indicates product cost up to putting goods onto a ship, marked a recovery from the all-time low of $0.084/Wp set two weeks ago, …
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