News on REC Silicon

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

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In the wake of the Covid-19 pandemic, U.S.-based polysilicon manufacturer REC Silicon has deferred the sale of its electronic-grade plant in Butte. Its solar-grade plant in Moses Lake remains closed.

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

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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.

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

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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.

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

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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

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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.

China’s market shares in global production capacity along the PV value chain (solar-grade polysilicon, solar ingot, solar wafer, solar cell, solar module)

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Expecting a decrease in demand in view of the shrinking market outside China, Wacker is planning to cut the 650-strong workforce of its U.S. polysilicon plant by 20 employees or around 3%.

Polysilicon EBITDA margins of OCI, REC Silicon and Wacker from Q3 2018 through Q3 2019

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Polysilicon makers OCI, REC Silicon and Wacker all landed in red territory in the third quarter. Operating EBITDA margins ranged from -3.4% (OCI) to -9.3% (REC Silicon) to -13.3% (Wacker).

REC Silicon’s silane/polysilicon plant in Butte, Montana

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REC Silicon has announced considerations to sell its second plant, located in Butte in the U.S. state of Montana, which produces silane and electronic-grade polysilicon for the semiconductor industry.

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

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In view of no visible progress in the trade negotiations between the USA and China, REC Silicon has placed its fluidized bed reactor (FBR) polysilicon plant at Moses Lake in a long-term shutdown.

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

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While trade negotiations between the USA and China have stalled, polysilicon manufacturer REC Silicon puts its last hope in talks between the two rivals at the G20 summit in Osaka, Japan.