China’s polysilicon imports in November returned to level of June

After a seasonal low in October due to the Chinese national holidays, polysilicon imports into China in November rose to 14,918 metric tons (MT), an increase of 33.8% month over month.

The volume was slightly above the level of June (14,816 MT), but below the record peaks of August (16,141 MT) and September (17,628 MT). Presumably, polysilicon imports in December went further up from November.

 The recovery in November was driven by South Korea, Germany and Taiwan:

• With 7,149 MT, imports from South Korea were the second highest since January 2017.
• Imports from Germany, which are equivalent to the volumes from Wacker, recovered thoroughly from the low of 2,194 MT in October to 4,142 MT in November. This volume is remarkable: It is Wacker’s fifth highest in 2017 although its U.S. polysilicon plant, which used to supply customers outside of China, is still closed.
• Imports from Taiwan also increased significantly by 30.6% to 2,130 MT, a volume nearly as high as the record amount in September.