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

A screenshot from a social media video shows officials covering the body of a worker killed by an explosion at the polysilicon plant of OCI Malaysia (OCIM) in May 2022

OCI today means Organized Corporate Irresponsibility – Opinion

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The massive explosion at OCI’s polysilicon plant in Malaysia in August 2024 is only the culmination of a long accident series and result of an irresponsible management. A commenting analysis.

Potential failure causes of the explosion at the polysilicon plant of OCI Malaysia (OCIM) on August 14, 2024

The accident at OCIM’s polysilicon plant shouts for more safety

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The severe explosion at the polysilicon plant of OCI Malaysia (OCIM) in August 2024, which cost two workers their lives, has revealed serious safety gaps. What an expert recommends for process safety.

The ten most popular posts from Bernreuter Research on LinkedIn in 2024

The top 10 posts from Bernreuter Research on LinkedIn in 2024

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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.

 

Key performance indicators of Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024

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

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The polysilicon price crash in China left its mark on the earnings of the world’s four largest polysilicon manufacturers Tongwei, GCL Technology, Daqo New Energy and Xinte Energy in the first half of 2024.

Polysilicon plant of OCI Malaysia in the Samalaju Industrial Park of Bintulu, Sarawak state with huge smoke cloud from a fire caused by the explosion of a feed gas pipe on August 14, 2024

Accident at OCI Malaysia’s polysilicon plant injures ten workers

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A fire after the explosion of a feed gas pipe at OCI Malaysia’s polysilicon plant in Bintulu, Sarawak state has injured ten workers; four have also suffered severe burns. The major accident occurred on August 14.

Polysilicon price trend 2023 versus 2011

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

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The comparison between the polysilicon price developments in 2023 and 2011 is the most precise forecast Bernreuter Research has ever made. As it has turned out, the price dropped by 66% in both years.

The ten most popular posts from Bernreuter Research on LinkedIn in 2023

The top 10 posts from Bernreuter Research on LinkedIn in 2023

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The announcement of its new market report, The Polysilicon Market Outlook 2027, is the most popular among the top ten posts from Bernreuter Research on LinkedIn in 2023.

Polysilicon price trend 2023 versus 2011

The crash of the polysilicon price was merely a matter of time

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After the crash below US$10 per kg, the global polysilicon price has not yet reached its bottom. This lies below US$7 per kg – the cash cost level of the last producer needed to satisfy demand.

The ten most popular posts from Bernreuter Research on LinkedIn in 2022

The top 10 posts from Bernreuter Research on LinkedIn in 2022

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An accident at East Hope’s polysilicon plant in Xinjiang in northwestern China and the drop of the spot price at the end of the year were the most popular topics from Bernreuter Research on LinkedIn in 2022.

Polysilicon EBITDA margins of Daqo, Wacker, OCI and REC Silicon from Q2 2021 through Q2 2022

Daqo increases its lead with polysilicon EBITDA margin of 77%

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Chinese polysilicon manufacturer Daqo benefited from falling silicon metal prices in the second quarter, whereas high energy costs weighed on the results of western competitors Wacker and REC Silicon.

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