The partnership supports a full domestic energy supply chain from raw polysilicon to finished solar panels.
In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
China’s reported $7 billion plan to cut polysilicon overcapacity could prompt wafer makers to stockpile lower-cost material and push prices higher, with cell and module suppliers more willing to accept increases, Xin You, senior market analyst at S&P Global, tells pv magazine.
South Korea’s Ministry of Trade, Industry and Energy (MOTIE) is urging the United States to exempt its companies from Section 232 polysilicon tariffs, warning that restrictions could disrupt $2.8 billion in US solar investments.
Highland Materials will build a 16,000 metric ton (MT) solar-grade polysilicon plant on a former US nuclear project site, under a long-term lease with Pivotal Manufacturing.
The investment package features a $200 million loan for the implementation of the project and a $50 million preferred equity investment. The approval is said to have been opposed by several members of IFC’s board of executive directors.
OPIS, Wood Mackenzie, and Bernreuter Research have spoken with pv magazine about China’s alleged $7 billion plan to reduce polysilicon oversupply and restore a sustainable pricing environment for the PV supply chain, but opinions remain divided on its feasibility and effectiveness.
China’s Ministry of Industry and Information Technology (MIIT) has launched a 2025 inspection program targeting energy consumption at 41 major polysilicon producers to curb output.
In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.
New research from Switzerland showed that the recent efforts to counterbalance the dominance of China in the PV industry may lead to “cost-significant” inefficiencies across the entire supply chain. The scientists found, however, that achieving regional supply chain goals can benefit the global PV ecosystem.
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