Solar trade headwinds

Prices across the solar supply chain remained in bearish territory into the fourth quarter of 2024. Trade and regulatory developments have continued to preoccupy the industry and dampen trading activity. From pv magazine 12/24 The Global Polysilicon Marker (GPM), the OPIS price benchmark for polysilicon produced outside of China, fell from $22. 567 ($0. 051)/kg on Sept. 3, 2024, to $22. 068/kg on Nov. 5, 2024. The Chinese Module Marker (CMM), the OPIS benchmark for Chinese modules that are FOB (free onboard, or excluding shipment costs), fell from $0. 095/W to $0. 087/W over the same period. Price ...

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