NewEnergyNews: THE WORLD’S SOLAR POLYSILICON PROBLEM

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YESTERDAY

  • ORIGINAL REPORTING: HAS APS INVENTED A ROOFTOP SOLAR BUSINESS MODEL FOR UTILITIES?
  • ORIGINAL REPORTING: THE GRID NEEDS INDEPENDENT DISTRIBUTION SYSTEM OPERATORS
  • THE DAY BEFORE

  • ORIGINAL REPORTING: HOW SHOULD UTILITIES VALUE SOLAR?
  • ORIGINAL REPORTING: IS PUERTO RICO THE NEW POSTER CHILD FOR THE UTILITY DEATH SPIRAL?
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    THE DAY BEFORE THE DAY BEFORE

  • Weekend Video: Reindeer Stresses
  • Weekend Video: Pink Fracking
  • Weekend Video: Fighting Duke For Solar
  • THE DAY BEFORE THAT

  • ORIGINAL REPORTING: ARE NATURAL GAS AND RENEWABLES THE FUTURE OF TEXAS' POWER GRID?
  • ORIGINAL REPORTING: COULD FERC PUT A PRICE ON CARBON?
  • AND THE DAY BEFORE THAT

  • ORIGINAL REPORTING: CAN GEOTHERMAL REPLACE FOSSIL FUELS IN THE WEST?
  • ORIGINAL REPORTING: WHAT THE E3 STUDY OF NEVADA NET ENERGY METERING REALLY SAYS
  • THE LAST DAY UP HERE

  • ORIGINAL REPORTING: THE ROLE OF RENEWABLES IN THE NEW EPA EMISSIONS RULE
  • ORIGINAL REPORTING: SMART INVERTERS: THE SECRET TO INTEGRATING DISTRIBUTED ENERGY ONTO THE GRID?
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    Anne B. Butterfield of Daily Camera and Huffington Post, is an occasional contributor to NewEnergyNews

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    Some of Anne's contributions:

  • Another Tipping Point: US Coal Supply Decline So Real Even West Virginia Concurs (REPORT), November 26, 2013
  • SOLAR FOR ME BUT NOT FOR THEE ~ Xcel's Push to Undermine Rooftop Solar, September 20, 2013
  • NEW BILLS AND NEW BIRDS in Colorado's recent session, May 20, 2013
  • Lies, damned lies and politicians (October 8, 2012)
  • Colorado's Elegant Solution to Fracking (April 23, 2012)
  • Shale Gas: From Geologic Bubble to Economic Bubble (March 15, 2012)
  • Taken for granted no more (February 5, 2012)
  • The Republican clown car circus (January 6, 2012)
  • Twenty-Somethings of Colorado With Skin in the Game (November 22, 2011)
  • Occupy, Xcel, and the Mother of All Cliffs (October 31, 2011)
  • Boulder Can Own Its Power With Distributed Generation (June 7, 2011)
  • The Plunging Cost of Renewables and Boulder's Energy Future (April 19, 2011)
  • Paddling Down the River Denial (January 12, 2011)
  • The Fox (News) That Jumped the Shark (December 16, 2010)
  • Click here for an archive of Butterfield columns

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    Some details about NewEnergyNews and the man behind the curtain: Herman K. Trabish, Agua Dulce, CA., Doctor with my hands, Writer with my head, Student of New Energy and Human Experience with my heart

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    Your intrepid reporter

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  • Friday, November 23, 2012

    THE WORLD’S SOLAR POLYSILICON PROBLEM

    Solar Polysilicon Update: For Material Suppliers, Worst Is Yet To Come

    20 November 2012 (Solar Industry)

    “Global demand and pricing in October for solar polysilicon fell at the highest rate seen since February, indicating that supply still exceeds demand, according to the IHS Solar Polysilicon Price Index…Spot market pricing for 9N solar polysilicon in October plunged by more than 9%, while the contract segment decreased by about 1%. Pricing for the 6N to 8N grade fell by 7% on the spot market, and the contract segment tumbled by more than 8%.

    “Such retreats continued the pattern of weak demand and general price erosion that has plagued the solar polysilicon market since January,…Pricing is expected to drop further in November before a potential rebound…Spot market pricing for solar polysilicon may bottom out and then rise slightly at the start of 2013, according to IHS…”

    “…[The] turn for the positive may be short-lived, with the pricing driven by expectations of improving market conditions, rather than a true balancing of supply and demand…All told, spot market pricing in December 2012 and January 2013 for solar polysilicon in the 6N to 8N grade is expected to rise by 2.4% - the first increase since January 2012, and a dramatic change from the 8.5% plunge in September and the 7% drop in October…[9N and higher-grade polysilicon] spot market pricing will be flat during the same time period…

    “…[S]pot prices will remain significantly lower than those on the contract market, causing solar polysilicon suppliers to continue to cut contract prices…[The indication is] supply will remain in excess of demand…[and pricing will] decline later in 2013…On the spot market, polysilicon is sold for cash by third parties and delivered immediately…[O]n the contract market, polysilicon is sold directly by suppliers on credit, often with long-term agreements for delivery and pricing…When spot market prices eventually rise above those of contracts, the period of oversupply and price decreases will have come to an end.”

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