Featured in Fault lines – 11-2025

Polysilicon price push

Firm action to address overcapacity in China’s PV supply chain is expected soon, and that prospect alone has been enough to nudge prices upward. Meanwhile, global trade is becoming more complex as India and the United States mull stronger restrictions on PV imports.

Prices across the solar supply chain have continued to edge up over the past month, as policymakers and market leaders in China signal firming resolve to coordinate a long overdue capacity rationalization effort. The China Mono Premium – OPIS’ assessment for mono-grade polysilicon used in n-type ingot production – reached CNY 52.200 ($7.34)/kg or CNY …

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