Polisilicon price to have been keeping high price for two months… Solar energy industry in ‘glow’
[ Yang Ji Yun galileo@ ] | 2017-10-31 10:26:13
The price of polysilicon, the basic material for photovoltaic power generation, has remained at US USD 16 / kg for two months, which should improve profitability of domestic PV companies.
The demand for solar cell wafer makers buying polysilicon is high, as some manufacturers of high-purity polysilicon have stopped their operations for more than a month and supply has decreased. However, the Chinese Ministry of Commerce is expected to announce the results of the anti-dumping review on Korean polysilicon early next month, so the industry cannot be relieved.
The price of high-purity polysilicon in the fourth week of October was USD 16.68 per kilogram, the same as the previous week, according to PV inspectors on the 30th. Polysilicon prices have jumped to $ 16 per kilogram at the end of August and have remained flat for two months. The solar cell industry is expected to have a break-even point of OCI and Hanwha Chemical at US USD 14-15 / kg. In the current price range, polysilicon makers can profit from product sales.
Polysilicon prices have remained above the recent break-even point thanks to favorable demand from solar cell manufacturers. The increase in demand for photovoltaic power generation in China indicates that solar cell wafer makers are raising polysilicon prices as their plant utilization rises.
The fact that the Barker, a German company built in the state of Tennessee in the US, stopped its operations for more than a month also contributed to the rise in polysilicon prices. "A product made in Tennessee is mainly used for domestic use," said a solar industry official. "In recent years, China has replaced some of its shortcomings with imports, and some of China`s volume of imports has decreased, "He said.
China, which is considered as the largest demand source for photovoltaic power generation, forecasts that demand for photovoltaic products will be at least as good as 1H09. As the solar power generation subsidy is expected to shrink in June next year, the industry expects that there will be a continuing demand for solar power generation facilities in advance. As a result, polysilicon prices will not fall below the break-even point.
Meanwhile, Korean manufacturers such as OCI and Hanwha Chemical are also tired of favorable external conditions. The reason for the decision is whether to maintain export price competitiveness based on the results of the polysilicon antidumping review announced by the Chinese Ministry of Commerce.
Currently, OCI is charged at 2.4% and Hanwha Chemical at 12.3%. Among them, Hanwha Chemical is reported to have appealed to Chinese authorities to adjust to OCI and Korean polysilicon (2.8%) level in the absence of full production at the time of the 2011 anti-dumping investigation. In the domestic and overseas photovoltaic industry, the Chinese government expects to impose an anti-dumping duty of around 5% on Korean polysilicon.
By Yang Ji Yun galileo@
[ copyright ⓒ The Digitaltimes ]
The demand for solar cell wafer makers buying polysilicon is high, as some manufacturers of high-purity polysilicon have stopped their operations for more than a month and supply has decreased. However, the Chinese Ministry of Commerce is expected to announce the results of the anti-dumping review on Korean polysilicon early next month, so the industry cannot be relieved.
The price of high-purity polysilicon in the fourth week of October was USD 16.68 per kilogram, the same as the previous week, according to PV inspectors on the 30th. Polysilicon prices have jumped to $ 16 per kilogram at the end of August and have remained flat for two months. The solar cell industry is expected to have a break-even point of OCI and Hanwha Chemical at US USD 14-15 / kg. In the current price range, polysilicon makers can profit from product sales.
Polysilicon prices have remained above the recent break-even point thanks to favorable demand from solar cell manufacturers. The increase in demand for photovoltaic power generation in China indicates that solar cell wafer makers are raising polysilicon prices as their plant utilization rises.
The fact that the Barker, a German company built in the state of Tennessee in the US, stopped its operations for more than a month also contributed to the rise in polysilicon prices. "A product made in Tennessee is mainly used for domestic use," said a solar industry official. "In recent years, China has replaced some of its shortcomings with imports, and some of China`s volume of imports has decreased, "He said.
China, which is considered as the largest demand source for photovoltaic power generation, forecasts that demand for photovoltaic products will be at least as good as 1H09. As the solar power generation subsidy is expected to shrink in June next year, the industry expects that there will be a continuing demand for solar power generation facilities in advance. As a result, polysilicon prices will not fall below the break-even point.
Meanwhile, Korean manufacturers such as OCI and Hanwha Chemical are also tired of favorable external conditions. The reason for the decision is whether to maintain export price competitiveness based on the results of the polysilicon antidumping review announced by the Chinese Ministry of Commerce.
Currently, OCI is charged at 2.4% and Hanwha Chemical at 12.3%. Among them, Hanwha Chemical is reported to have appealed to Chinese authorities to adjust to OCI and Korean polysilicon (2.8%) level in the absence of full production at the time of the 2011 anti-dumping investigation. In the domestic and overseas photovoltaic industry, the Chinese government expects to impose an anti-dumping duty of around 5% on Korean polysilicon.
By Yang Ji Yun galileo@