The top 10 posts from Bernreuter Research on LinkedIn in 2024

The news about the severe accident that occurred at OCI Malaysia’s polysilicon plant last August is the number one among the top ten posts from Bernreuter Research on LinkedIn in 2024.

When an accident happens in the polysilicon industry, it is almost guaranteed that the news about it gains the most attention among the posts from Bernreuter Research on LinkedIn. It was no different with the severe accident that occurred at OCI Malaysia’s polysilicon plant last August, which cost two workers their lives and injured another eight. The sad news received the most clicks, reactions, comments and reposts in sum and thus is the number one among the top ten posts from Bernreuter Research on LinkedIn in 2024.

As in 2023, we have ranked our most popular posts on LinkedIn by the absolute amount of engagement (the sum of clicks, reactions, comments and reposts); we have also included the scope of engagement with the commenting repost of the respective topic by company head Johannes Bernreuter.

The second, fourth and sixth places are all occupied by PDF downloads, which confirms once again how popular such downloads are on LinkedIn: Two are press releases about the rapidly sinking polysilicon imports into China and a forecast of global PV installations in 2024, the third one is an analysis of the polysilicon market published in pv magazine. The latter even reached the highest engagement rate (ratio of absolute amount of engagement to the number of impressions), but had less impressions than the top three.

The third most popular post analyses wafer production as the Achilles’ heel of a non-Chinese supply chain. Number five is a LinkedIn article on the return of the pork cycle to the polysilicon market, an extract from our Polysilicon Market Outlook 2027 report.

Always popular are our analyses of the quarterly EBITDA results achieved by the polysilicon manufacturers Daqo New Energy, OCI, Wacker and REC Silicon. Two of these articles landed among the top ten posts (No. 7 and 8).

An assessment of key performance indicators that the world’s top four polysilicon manufacturers showed in the first half the year has come in on the ninth place. Our comparison of the amazing parallels between the polysilicon price developments in 2023 and 2011 is number 10 in our ranking.

The top ten LinkedIn posts with links

In the list of our top ten posts below, the links refer to the articles the respective posts on LinkedIn talked about:

10. The comparison between the polysilicon price developments in 2023 and 2011 is the most precise forecast Bernreuter Research has ever made (Jan. 3)

Polysilicon price decline in 2023 vs. 2011 – an amazing parallel

9. The polysilicon price crash in China has left its mark on the earnings of the world’s four largest polysilicon manufacturers (Sep. 3)

Top four polysilicon makers incur net losses in first half of 2024

8. Earnings of Daqo New Energy crash dramatically into deep red territory (Aug. 27)

Margin of Chinese polysilicon maker Daqo crashes into deep red

7. Bad times for polysilicon manufacturers in and outside China (Nov. 12)

OCI and Wacker feel weak demand due to US anti-dumping case

6. When it comes to global solar installations in 2024, it looks like most forecasters are too conservative once again. (Jun. 18)

PV Installations Will Reach up to 660 GW in 2024

5. The pork cycle from polysilicon oversupply to shortage to oversupply is back in full swing (Jan. 16)

Why the pork cycle has returned to the polysilicon market

4. What’s up on the polysilicon market right now? (May 28)

Déjà vu on the polysilicon market

3. Wafers remain the Achilles’ heel of a non-Chinese supply chain (May 21)

Why wafers are the Achilles’ heel of a non-Chinese supply chain

2. Polysilicon imports into China have fallen to the lowest level since 2011 (Feb. 28)

Polysilicon Imports into China Drop to Level of 2011

1. The global polysilicon industry is shocked by another serious accident (Aug. 16)

Accident at OCI Malaysia’s polysilicon plant injures ten workers

Thank you for your interest in our posts in 2024. We wish you a peaceful holiday season and a happy, healthy New Year.