News on shutdown

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 and Operating Margins of OCI and Wacker from Q1 2018 through Q4 2019

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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.

OCI’s polysilicon plant in Gunsan, South Korea

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The price pressure from low-cost Chinese plants forces OCI, the world’s third-largest polysilicon manufacturer, to stop producing solar-grade polysilicon at its factory in Gunsan, South Korea.

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 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.

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

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U.S.-based polysilicon manufacturer REC Silicon has raised $20 million through a private placement to contain liquidity until the U.S. strike a deal in the trade talks with China.

Shares of global polysilicon production capacity

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U.S.-based REC Silicon is edging closer to shutting down its polysilicon plant in Moses Lake, Washington. The factory is currently running at 25% of its capacity.

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

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U.S.-based polysilicon manufacturer REC Silicon has shelved its plan to shut down its fluidized bed reactor (FBR) polysilicon plant in Moses Lake, Washington for two months in March and April.

Inventory levels before and after shutdown of REC Silicon’s fluidized bed reactor polysilicon plant in Moses Lake, Washington

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U.S.-based polysilicon manufacturer REC Silicon will shut down its fluidized bed reactor polysilicon plant in Moses Lake for two months in March and April if there is no solution in the current trade talks between China and the USA.

Monthly polysilicon imports into China from September 2016 through August 2017

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With a monthly volume of 16,141 tons, polysilicon imports into China reached another record high in August, anticipating stronger demand for PV systems.

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