China

With production and capacity figures provided by industry analyst IHS Markit, pv magazine provides a rundown of the top 10 crystalline silicon module manufacturers based on 2017 production data, followed by a look at the market forces and technology trends that have shaped the supply landscape.

Longi Green Energy Technology Co., Ltd has signed a significant sales contract for the shipment of solar PV modules to an unidentified customer in the U.S.

The proposed safeguard tariffs on imports from China and Malaysia are expected to generate a number of painful short-term impacts. Overall they are not expected to change much in the market, however, says TrendForce. What will have a bigger effect is the EU’s final MIP decision, due in September.

Norway headquartered polysilicon producer, REC Silicon posted a loss of US$9.6 million for the second quarter of 2018, amid reduced production and increasing inventory. The company’s Solar Materials segment was responsible for much of these losses, with decreased demand and ongoing trade wars cited as the cause.

Chinese module giant JA Solar has announced the completion of a merger that makes it the latest in a line of solar manufacturers to voluntarily de-list from a major stock exchange.

High-ranking officials from China and the EU have signed a joint statement to foster technological and political co-operation in clean energy. The regions will also develop emissions trading systems further, with officials seeing such schemes as a policy tool to foster innovation for a low-carbon economy.

Phased import tariff would fall to 20% 12 months after introduction and 15% for final six months of a proposed two-year period. Industry watchers say the cost of Indian solar energy could rise by up to 30%.

Chinese polysilicon giant Daqo New Energy has revised down its guidance for both polysilicon and wafer sales in the second quarter of 2018. The company states, however, that it remains confident in long-term prospects for the solar industry; and is proceeding as planned with capacity expansions.

With all the uproar in China about the impact of the May 31“2018 Solar PV Power Generation Notice” issued by China’s National Development and Reform Commission, National Energy Administration, and Ministry of Finance, one could think that China’s government has lost faith in solar PV’s potential to contribute to the country’s historic shift from coal-fired power to clean renewable energy sources. But nothing could be further from the truth.

GTM Research says the 10% tariffs that the Trump Administration is calling for are “significant”, and some companies and sectors will be affected more than others.