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Polysilicon playbook
Now that the United States has finally announced the outcome of its Section 232 investigation into polysilicon imports, industry analysts and investors alike have been weighing up the expected pros and cons of the policy’s likely impacts, particularly on ingot, wafer and cell manufacturing.
Section 232 tariffs push U.S. module prices to 2023 levels, but analysts see a path back to $0.30/W
New minimum import prices and tariffs imposed under Section 232 have driven solar module spot prices to above 40 cents per watt, but market forces in the coming years could result in floor pricing near 30 cents as domestic assembly scales, according to Intertek CEA.
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Why China is struggling to consolidate its PV industry
pv magazine spoke with Alexander Brown, Senior Analyst at the Mercator Institute for China Studies (MERICS), about why consolidation in China’s PV industry is taking longer than expected, how the current downturn differs from previous overcapacity cycles, and why intense competition, technological change and local government support are making it difficult to remove excess manufacturing capacity.
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