News on supply

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

Factory building of Norwegian Crystals ASA in Glomfjord, Norway

Insolvency of Norwegian Crystals is a blow to PV supply in EU

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The bankruptcy of monocrystalline silicon ingot manufacturer Norwegian Crystals is bad news for rebuilding the supply chain of the PV industry in Europe.

The ten most popular posts from Bernreuter Research on LinkedIn in 2021

The top 10 posts from Bernreuter Research on LinkedIn in 2021

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New entrants in China, the FBR project of GCL and news on non-Chinese polysilicon manufacturers are the most popular themes among the top ten posts from Bernreuter Research on LinkedIn in 2021.

Curve of the polysilicon spot price in 2021

First rays of light at the end of the polysilicon high-price tunnel

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After a massive price surge during 2021, signs are piling up that the polysilicon price is about to come down from its high level of US$36/kg. But a new price increase could follow in 2022.

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

In-depth talk on polysilicon market at PV CellTech conference

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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.

New polysilicon production capacities (in metric tons) in 2022

New polysilicon entrants in China: Nothing learnt from the past

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The current polysilicon shortage has triggered so many new Chinese projects with a total capacity of more than one million tons that the industry will again face oversupply in the coming years.

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.

The factory gate of Sichuan Yongxiang’s polysilicon plant in Leshan after the flood had receded on August 20, 2020

After the flood, Tongwei’s polysilicon plant shut for two months

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After a once-in-a-century flood in mid-August, Tongwei’s older polysilicon plant with a capacity of 20,000 metric tons in Leshan, Sichuan province will remain out of operation until mid-October.

Factory entrance of Wuxi Shangji Automation and polysilicon sales contract s of Daqo New Energy

Daqo inks polysilicon sales contract with mono wafer newcomer

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Daqo New Energy, one of the Big Five in China’s polysilicon industry, has signed a supply contract with Wuxi Shangji Automation, an ambitious newcomer in the production of monocrystalline solar wafers.

Polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon in Leshan, Sichuan province, China

Flood stops Tongwei – Daqo and GCL heading back to normal

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While the polysilicon plant of Tongwei’s subsidiary Sichuan Yongxiang Polysilicon was temporarily shut down due to a flood alert, Daqo New Energy and GCL-Poly are aiming to resume production after accidents.

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