Within the new weekly replace for pv journalOPIS, a Dow Jones firm, offers a fast overview of the principle value traits within the international PV business.
The Chinese language Module Marker (CMM), OPIS’s value evaluation for the free-on-board (FOB) China M10 mono module, was unchanged from final week to stay at a 13-week low of $0.224/W on Could 2 ( see chart) , proven in OPIS information.
The market traded sideways for the week in a number of Asian international locations, together with China, on a brief break for the Could 1 Labor Day vacation.
Decrease-than-expected abroad demand helped preserve the CMM at multi-week lows however value actions had been blended once more in the remainder of the photovoltaic chain with the World Polysilicon Marker (GPM), the evaluation of OPIS for polysilicon produced exterior China, fell by 3.01 % week on week to $35.831/kg.
Regardless of falling uncooked materials prices, expectations of sturdy home demand in China might have helped offset subdued abroad demand for modules, permitting distributors to carry again reducing their affords for FOB China modules.
The value unfold between FOB China module and FOB China M10 cell however remained at a slender $0.084/W on Could 2, a greater than 30% decline from the excessive of $0.123/W on January 12 (tan- pity the chart). The unfold has remained beneath $0.10/W since January 31, suggesting sliding margins for non-integrated module producers. Worth premium n-type modules command p-type so as to add to the margins however availability for the previous is restricted to Tier-1 producers at current.
OPIS, a Dow Jones firm, offers power costs, information, information and evaluation on gasoline, diesel, jet gasoline, LPG/NGL, coal, metals, and chemical substances in addition to renewable fuels and environmental commodities. It acquired pricing information belongings from the Singapore Photo voltaic Change in 2022 and now publishes the OPIS APAC Photo voltaic Weekly Report.
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