Solar wafer prices have experienced a slight increase in price since the middle of last week after an earthquake struck Qinghai earlier this month, disrupting production.
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With subsidies now a distant memory in most markets, solar is increasingly finding itself deployed via government tenders and corporate PPAs. But what are the prospects for those to mature, and to what extent will merchant revenue models emerge this decade? Jules Scully reports.
LONGi Solar has dropped its wafer prices by as much as 9.75%, its first such fall in more than a year, as signs continue to mount that industry prices are set to normalise into next year.
In this exclusive video from PV Tech publisher Solar Media’s Solar & Storage Finance USA event last month, a panel of supply chain experts discuss immediate challenges and potential remedies to the situation.
More than half of utility-scale solar projects planned for next year could be at risk of delay or cancellation as a result of surging materials and logistics cost, new analysis has claimed.
Recent solar wafer and cell price increases from both LONGi Solar and Tongwei, which have seen prices rise by between 5.6 – 7.7%, have underscored heightened volatility in the solar supply chain.
China Silicon Industry, the country’s trade association for the nonferrous metals industry, has warned that pricing for polysilicon chips has soared 13.2% to highs of RMB273/kg (US$42.42/kg), placing further pricing pressure on the solar industry.
The new edition of PV Tech Power is now available to download, including comprehensive coverage of supply chain issues disrupting the solar sector, learnings from our bankability ratings and much more.
