News on Wacker

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 2019 through Q4 2020

Price hike gives non-Chinese polysilicon producers a breather

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The strong rise of polysilicon prices since mid-2020 has led the results of non-Chinese manufacturers Wacker and OCI back into positive territory. EBITDA in the second half improved significantly.

The ten most popular posts from Bernreuter Research on LinkedIn in 2020

The top 10 posts from Bernreuter Research on LinkedIn in 2020

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“Bad news is good news” – this saying was true for the ten most popular posts from Bernreuter Research on LinkedIn in 2020. Number 1, 3 and 6 in our top ten list dealt with accidents in the polysilicon industry.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Wacker’s chronic problem with contractors leads to one fatality

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One of five contract workers has died after a mixture of steam and hydrochloric acid escaped during a maintenance operation at Wacker’s U.S. polysilicon plant in Charleston, Tennessee.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

New incident at Wacker’s U.S. polysilicon plant: workers injured

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The series of incidents at Wacker’s U.S. polysilicon plant in Charleston, Tennessee does not stop: Four contract workers suffered chemical burns when they performed maintenance work on July 24.

Wacker’s integrated chemical factory in Burghausen, Bavaria

Covid-19 impact hits polysilicon manufacturers Wacker and OCI

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Strongly reduced demand for solar-grade polysilicon due to the Covid-19 pandemic and lower prices have left their mark in the financial figures of Wacker and OCI for the second quarter.

Sales, EBITDA and Capex of Wacker’s polysilicon division in Q1 2020 versus Q4 2019 and Q1 2019

Wacker starts short-time work at its German polysilicon plants

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In response to slumping demand for solar-grade polysilicon in the wake of the Covid-19 pandemic, chemicals group Wacker has reduced the utilization rate of its German polysilicon plants to 70%.

EBITDA of Wacker’s polysilicon division from 2007 through 2019

Wacker believes in polysilicon business despite likely loss in 2020

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Although expecting a further loss for its polysilicon division in 2020 on par with that in 2019, management of German chemicals group Wacker has expressed confidence in the polysilicon business.

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.

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.

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.

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