After a 2021 which saw price volatility dominate the solar industry’s new, the sector started anew last week. How has the downstream started the year with regards manufacturing and pricing?
In a somewhat turbulent, but always interesting year for solar PV, we’ve seen supply chain volatility and subsequent pricing concerns, a burgeoning technology arms race and a new regime in the US shake off the shackles of the four years prior. But what were PV Tech’s top ten stories of 2021?
With reductions in wafer prices now sustained and further reductions expected, Carrie Xiao assesses the potential for cell and module prices to fall in tandem and speaks to manufacturers and developers in China.
The price of shipping containers from Asia to Europe and North America remains high but should start to come down in the new year, although the main price drops won’t occur in earnest until 2023 when new capacity is brought online. That additional capacity, however, may be offset by new International Maritime Organisation (IMO) rules to address the industry’s emissions
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.
Average market prices for 182mm solar wafers fell by nearly 7% this week, falling to levels not seen in almost two months, however other material and component costs have remained high.
Prices for solar modules in the US are expected to normalise following last week’s rejection of a petition surrounding alleged anti-circumvention of anti-dumping and countervailing duties (AD/CVD).
Module pricing volatility is set to remain until at least Q2 2022, with numerous developers and distributors telling PV Tech Premium that prices are expected to remain as high as US$0.32c/W in the near term at least.
In this week's PV Price Watch, Carrie Xiao examines recent price updates for solar wafers and how cell factory utilisation rates are playing a role. Exclusive to PV Tech Premium users.