News on spot price

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

Session on polysilicon and wafer supply at the PV CellTech online conference on August 26, 2021

(comments: 0)

On August 26, the second day of the PV CellTech 2021 online conference will feature an in-depth discussion with polysilicon expert Johannes Bernreuter, Head of Bernreuter Research, on key market issues.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q2 2020 through Q2 2021

(comments: 0)

While non-Chinese polysilicon manufacturers OCI and Wacker enjoy high margins, Xinjiang-based Daqo New Energy has already announced the next major expansion to 270,000 tons in China by the end of 2024.

Price changes in the solar value chain (polysilicon, wafer, cell, module) from January through May 2021

(comments: 0)

After the polysilicon spot price has skyrocketed by almost 160% from US$11/kg in early 2021 to $28.50/kg now, there are first signs that the price rally will slow down.

Price changes in the solar value chain (polysilicon, wafer, cell, module) in the first quarter of 2021

(comments: 0)

In the first quarter, the spot price for solar-grade polysilicon soared by nearly 50% – from US$11 to more than $16 per kg. Solar cell manufacturers played a key role in the price rally.

Weekly polysilicon spot price indices of PVinsights and EnergyTrend in 2019 and 2020

(comments: 0)

The weekly polysilicon spot price average provided by Taiwanese market researcher PVinsights has shown a bias towards low-price multi-grade polysilicon since 2019, but this seems to change now.

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

(comments: 0)

“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.

Polysilicon EBITDA margins of Daqo, OCI, REC Silicon and Wacker from Q1 2019 through Q1 2020

(comments: 0)

Defying Covid-19-related constraints, China-based polysilicon manufacturer Daqo New Energy achieved a record output of 19,777 tons and reduced its cash production costs to $5/kg in the first quarter.

Weekly polysilicon spot price indices of PVinsights and EnergyTrend in 2019

(comments: 0)

In 2019 the weekly polysilicon spot price average provided by PVinsights got out of sync with other polysilicon price indices as it ignored the strongly rising market share of mono-grade polysilicon.

Depreciation rates of Daqo New Energy and Wacker Polysilicon from Q3 2018 through Q3 2019 and estimate for full 2019

(comments: 0)

Leading German polysilicon manufacturer Wacker has announced it will take a massive impairment of €750 million (US$832 million) on the carrying value of its polysilicon plants in its 2019 financial statements.

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

(comments: 0)

After weaker results in the second quarter due to maintenance, China-based polysilicon manufacturer Daqo New Energy achieved so far unthinkable cash production costs of US$5.85/kg in the third quarter.