AS Published on Tuesday 22 June 2021 - n° 367 - Categories:PV Watch
A look at the inconsistencies in the explanations of the PV production chain
What is really going on in the Chinese photovoltaic industry? In principle, there is a shortage of silicon, which has driven up prices. The silicon slicers have entered into long-term contracts for the supply of silicon and for considerable amounts.
At the end of the line, panel manufacturers are refusing to accept price increases for cells that come from wafers and silicon themselves. They have sought to put pressure on their suppliers by working at only two-thirds and then half capacity
So where does the silicon produced go if the panel manufacturers are only working at half capacity? Why aren't users suffering from a shortage of panel supply? It is these inconsistencies, these manipulations, these unspoken words that are analysed in the text below