Polysilicon News

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2018 through Q4 2019

Polysilicon manufacturer Daqo on the way to cash costs of $5/kg

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After doubling its production capacity, China-based polysilicon manufacturer Daqo has reached record-low manufacturing costs (including depreciation) of $6.38/kg and cash production costs of $5.47/kg.

Chemical factory of Hanwha Solutions/Chemical Corporation in Yeosu, South Jeolla province, South Korea

Hanwha will also close its polysilicon operations in South Korea

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Following fellow manufacturer OCI, Hanwha Solutions/Chemical Corporation has also decided to abandon its solar-grade polysilicon business in South Korea.

REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington at dusk

REC Silicon intends to reopen its polysilicon plant in Moses Lake

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As the Phase 1 trade agreement between the USA and China comes into force on February 15, U.S.-based polysilicon manufacturer REC Silicon intends to restart its plant in Moses Lake.

Polysilicon EBITDA and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

Opinion: OCI hoists white flag against Chinese state capitalism

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The Korean polysilicon manufacturer OCI abandons a market volume of 50,000 tons despite a competitive electricity rate for its plant in Malaysia. Johannes Bernreuter, Head of Bernreuter Research, comments on the decision.

OCI’s polysilicon plant in Gunsan, South Korea

OCI stops polysilicon production in Korea after hefty impairment

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The price pressure from low-cost Chinese plants forces OCI, the world’s third-largest polysilicon manufacturer, to stop producing solar-grade polysilicon at its factory in Gunsan, South Korea.

Ministry of Commerce (Mofcom) of China, press conference on February 9, 2017

Chinese media: Bonded trade is only way out of polysilicon duties

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Domestic media speculate that China could allow bonded trade to fulfill its commitment to increasing U.S. polysilicon imports under the Phase 1 trade agreement despite extended duties.

2020 tariffs on polysilicon imports from the USA and South Korea into China

New Chinese polysilicon duties are slap in the face to trade deal

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The Chinese Ministry of Commerce (Mofcom) announced on January 19 that the duties on polysilicon imports from the United States and South Korea will remain unchanged for another five years until 2025.

China’s Vice Premier Liu He (left) and U.S. President Donald Trump present the Phase 1 trade agreement

U.S.-China trade agreement: polysilicon is only on the wish list

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The Phase 1 trade agreement signed by the U.S. and China on January 15 includes solar-grade polysilicon, but the high Chinese import duties on U.S.-made polysilicon remain untouched.

Weekly polysilicon spot price indices of PVinsights and EnergyTrend in 2019

Why PVinsights’ polysilicon spot price index has lost its relevance

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In 2019 the weekly polysilicon spot price average provided by PVinsights got out of sync with other polysilicon price indices as it ignored the strongly rising market share of mono-grade polysilicon.

Depreciation rates of Daqo New Energy and Wacker Polysilicon from Q3 2018 through Q3 2019 and estimate for full 2019

Price pressure: Wacker impairs polysilicon assets by €750 million

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Leading German polysilicon manufacturer Wacker has announced it will take a massive impairment of €750 million (US$832 million) on the carrying value of its polysilicon plants in its 2019 financial statements.

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