Within the new weekly replace for pv journalOPIS, a Dow Jones firm, supplies a fast overview of the primary worth traits within the world PV business.
The World Polysilicon Marker (GPM), the OPIS evaluation for polysilicon produced outdoors China, fell 1.33% week on week to a six-week low of $37.218/kg on April 18 (see chart) . The market sentiment for the uncooked materials has grow to be extra gloomy in current weeks, forward of recent capability additions.
China’s new polysilicon producers are anticipated so as to add a complete of 150 GW of polysilicon output within the third and fourth quarters of the yr, an impression that business gamers say will inevitably spill over into worldwide markets. China’s mono-grade polysilicon worth has fallen for eight straight weeks, hitting an 11-week low of CNY 189.93 ($27.58)/kg on April 18 (see chart), in keeping with in OPIS knowledge.
Free Journey (FOB) China wafer costs, however, continued to largely commerce sideways, with Mono M10 taking a 0.12% weekly achieve to $0.831/laptop. G12 remained unchanged for the week at $1.041/laptop on April 18.
Low inventories coupled with the tightness of high-purity quartz (HPQ), which is used to fabricate the cost-effective crucibles essential to the wafer manufacturing course of, are buffering the wafer sector towards weak point within the upstream market. polysilicon.
The current arrival of HPQ imports in China ought to assist ease some manufacturing bottlenecks, however any ensuing reduction will likely be erratically distributed, as most imports are bought by some main wafer makers, sources stated.
OPIS, a Dow Jones firm, supplies vitality costs, information, knowledge and evaluation on gasoline, diesel, jet gasoline, LPG/NGL, coal, metals, and chemical compounds in addition to renewable fuels and environmental commodities. It acquired pricing knowledge belongings from the Singapore Photo voltaic Change in 2022 and now publishes the OPIS APAC Photo voltaic Weekly Report.
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