'Polysilicon price will stay above $5.50/kg for at least a year,' says analyst

Andries Wantenaar, solar analyst at Rethink Technology Research, tells pv magazine that high overcapacity levels in the polysilicon industry are exerting enormous pressure on prices for the entire supply chain. He says China hit 2. 4 million tons of polysilicon production capacity at the end of 2023, and notes that the nation will end 2024 with 4 million tons of capacity if all announced production plans are realized. Polysilicon prices fell to $6. 70/kg last week, after remaining stable at a historic low of $8/kg throughout the first few months of 2024. "This has accounted for roughly half of ...

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