Solar supply, demand, and a foreign policy shakeup
As the solar market enters the busy season in September and October, module utilization rates are reaching 70% to 85%. However, structural shortages remain in the supply chain, with polysilicon supply running short in the face of high demand, writes PV InfoLink analyst Amy Fang. Prices, which were expected to stabilize, rose again in the second half. High module prices will cast a shadow on demand in the fourth quarter, prompting module manufacturers to postpone delivery for some orders from the second half into next year.
Trina sweeps up another 30,000-plus tons of polysilicon
Chinese giant has signed orders for more than 100,000 metric tons of poly to the end of 2023 in a further sign of confidence in the outlook for solar.
