Within the new weekly replace for pv journalOPIS, a Dow Jones firm, supplies a fast overview of the primary value traits within the international PV trade.
The International Polysilicon Marker (GPM), the OPIS evaluation for polysilicon produced exterior 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 change into extra gloomy in current weeks, forward of latest 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 12 months, an affect that trade gamers say will inevitably spill over into worldwide markets. China’s mono-grade polysilicon value has fallen for eight straight weeks, hitting an 11-week low of CNY 189.93 ($27.58)/kg on April 18 (see chart), in line with in OPIS information.
Free Trip (FOB) China wafer costs, alternatively, continued to largely commerce sideways, with Mono M10 taking a 0.12% weekly acquire to $0.831/computer. G12 remained unchanged for the week at $1.041/computer on April 18.
Low inventories coupled with the tightness of high-purity quartz (HPQ), which is used to fabricate the cost-effective crucibles vital to the wafer manufacturing course of, are buffering the wafer sector towards weak spot within the upstream market. polysilicon.
The current arrival of HPQ imports in China ought to assist ease some manufacturing bottlenecks, however any ensuing reduction can be inconsistently distributed, as most imports are bought by some main wafer makers, sources stated.
OPIS, a Dow Jones firm, supplies 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 property from the Singapore Photo voltaic Trade in 2022 and now publishes the OPIS APAC Photo voltaic Weekly Report.
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