Weekend Read: China’s solar century
From zero to hero in 20 years, China’s PV industry has undergone an extraordinary journey. Vincent Shaw considers the reasons for the nation’s solar success and the challenges ahead.
REC Silicon to restart poly production at Moses Lake in 2023
REC Silicon says a cash injection from South Korea’s Hanwha will help it to resume fluidized bed reactor production at the Moses Lake polysilicon plant in the US state of Washington.
Chinese PV Industry Brief: More inverter, battery and solar cell capacity
Solar cell manufacturer Jiangsu Luneng Energy is planning to deploy more production capacity for both heterojunction and TOPCon products. Battery company CATL and inverter maker Kstar have completed construction of a 1 GW factory in Xiapu economic development zone, in Fujian.
GCL dilutes stock as senior note deadline approaches
Parent company hopes to raise $535 million from the move with $500 million worth of three-year senior notes owed by its solar project business due to mature on January 30.
Chinese polysilicon makers driving industry’s second great consolidation
The 275,000 metric tons of annual polysilicon production facilities pushed out of the industry by the expansion of big Chinese producers is more than double the capacity lost in the last great poly market shake-out, between 2010 and 2013.
No respite for REC Silicon as shutdown dominates Q2 figures
The Norwegian polysilicon supplier – which has most of its manufacturing operations on U.S. soil – cannot give any estimate on when its solar material production lines will return, and has been left entirely dependent on the semiconductor products made by its Montana facility.
REC Silicon suspension will hinge on G20 meeting between Trump and Jinping
The Norwegian manufacturer has delayed full shutdown of its U.S. polysilicon operation until mid July as President Trump and his Chinese counterpart are scheduled to hold talks in Osaka in two weeks’ time.
China: REC Silicon reduces stake in 20,000 MT polysilicon JV
The Norwegian polysilicon producer saw its stake in the joint venture (JV) with Chinese silicon material manufacturer, NSF reduced, after the latter agreed to provide all of REC Silicon’s outstanding capital contribution for the project.
