Tag Archive for: polysilicon

With the improved outlook for solar panel supplies, analysts expect 19 GW & 27 GW of US utility-scale solar to be installed in 2023 & 2024, respectively.

US utility-scale solar outlook improves on easing supply chain limits: Morgan Stanley

The outlook for U.S. utility-scale solar has improved on easing supply chain problems, but near-term residential solar growth may be hurt by rising interest rates and changes to California’s net metering policy, Morgan Stanley analysts said in a report Monday.

The investment firm’s analysts said at the start of the year they were worried about the effects of the Uyghur Forced Labor Prevention Act, which resulted in shipments of imported solar panels being held by U.S. Customs and Border Protection, leading to project delays.

Of the roughly $710 million worth of shipments detained last year, about 40% had been released as of early April, the analysts said. Also, it appears that panels made with non-Chinese polysilicon have continued to enter the U.S. without significant delays, they said.

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Source: Utility Dive

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Several new polysilicon factories came online at the end of 2022, and material costs have dropped by more than a third since mid-November.

Big solar panel manufacturers boost production as costs fall

Several big solar-panel makers are ramping up production in a boon to clean energy. A key reason: the collapse of material costs that had been elevated for more than a year.

Three leading Chinese module manufacturers are bumping up January output forecasts, according to Shanghai Metals Market, which didn’t identify its sources. Promising near-term demand is another factor driving the output boost.

JA Solar Technology Co. has a more positive expectation for the solar market this quarter than previously, the company said in a WeChat message, though didn’t specify if it would raise production. Major competitors Longi Green Energy Technology Co. and Jinko Solar Co., didn’t immediately respond to requests for comment. The China Photovoltaic Industry Association declined to comment.

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Source: Bloomberg

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