WoodMac analysts say the amount of new battery manufacturing capacity added in the nation this year could fall by as much as 10% because of the outbreak. With Tesla’s Shanghai gigafactory affected by the extended new-year-holiday shutdown, the analyst warned of potential supply shortages for Australia and the U.S. and U.K.
Storage system providers in Europe have told pv magazine output has thus far been unaffected by the virus outbreak in China. Manufacturers are aware, however, the situation may change rapidly if self-isolation measures taken by the authorities continue.
Analyst Johannes Bernreuter says most of China’s polysilicon production capacity is in regions away from the center of the coronavirus outbreak. He added, however, 27% of the nation’s 510,000-ton annual polysilicon capacity could be affected.
The coronavirus outbreak in China could raise solar module prices in the near term as manufacturers have already begun experiencing wafer and solar glass shortages. Production rates are also being affected by an extended new year holiday introduced by the authorities as a measure to deal with the virus, and the requirement workers from infected areas quarantine themselves for two weeks.
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