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.

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

Price rally drives polysilicon EBITDA margins beyond 40%

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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

Has the polysilicon spot price rally reached its peak now?

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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

Why the spot price for polysilicon is going through the roof

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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

Has PVinsights’ polysilicon spot price index overcome its bias?

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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

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.

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

Daqo achieves cash costs of $5/kg on record polysilicon output

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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

Why PVinsights’ polysilicon spot price index has lost its relevance

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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

Price pressure: Wacker impairs polysilicon assets by €750 million

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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

Polysilicon producer Daqo breaks the cash cost barrier of $6/kg

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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.

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

Non-Chinese polysilicon manufacturers return to negative EBITDA

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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).

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