AS Published on Friday 3 July 2020 - n° 327 - Categories:the prices, Germany
PV systems in Germany ready to go again
Covid 19 left Germany relatively unscathed. The last hurdle, the 52 GW ceiling, was removed by the Bundestag. Even if we still have to wait for the Bundesrat's agreement, we can estimate
AS Published on Monday 29 June 2020 - n° 326 - Categories:the prices
Panel prices fall faster than expected
All market segments are expected to decline: residential single-ply panels are expected to fall from
AS Published on Monday 29 June 2020 - n° 326 - Categories:the prices
Producer prices on 24 June
The trend according to EnergyTrend Panel prices reach new lows
The trend according to PV InfoLink Competition in panels is intensifying as capacity increases continue.
Silicon :
AS Published on Sunday 28 June 2020 - n° 326 - Categories:the prices
Will Covid 19 hamper price reductions in PV?
Last month, the IEA estimated that the pandemic will interrupt the downward trend in prices because there would be "an increase in the risks associated with blocked thermal assets". This week,
AS Published on Saturday 27 June 2020 - n° 326 - Categories:the prices
Producer Prices Table for June 24
Table of producer prices in the sector on 24 June 2020
AS Published on Monday 8 June 2020 - n° 325 - Categories:the prices
Producer price table, June 3
Table of producer prices in the sector on 3 June 2020
AS Published on Sunday 31 May 2020 - n° 324 - Categories:the prices
Producer price table for March 25
Table of producer prices in the sector of 25 May 2020
L R AS Published on Sunday 31 May 2020 - n° 324 - Categories:the prices
Producer prices on 29 May
The prices of 29 May :
Silicon :
According to EnergyTrend The wait-and-see attitude dominates. The orientation of prices is towards stability. Some manufacturers have stopped production to carry out
AS Published on Saturday 23 May 2020 - n° 323 - Categories:the prices
Prices in the production chain on 20 May
The trend according to EnergyTrend The demand for mono-Si cells is improving. Products in excess supply continue to fall
The trend according to PV InfoLink The price of panels is plummeting, while auctions in China are leading to record bids for large power plants.
Silicon :
AS Published on Saturday 23 May 2020 - n° 323 - Categories:the prices
Table of producer prices in the sector from 20 May 2020
Table of producer prices in the sector from 20 May 2020
AS Published on Monday 18 May 2020 - n° 322 - Categories:the prices
Prices in the production chain of May 13
Silicon :
According to PV InfoLink The demand for silicon for use in China has prompted producers to limit the maintenance of their furnaces. They are also taking advantage of this to reduce their stocks. Demand for mono-Si silicon is low because wafer stocks are high.
L R AS Published on Sunday 17 May 2020 - n° 322 - Categories:the prices
Table of producer prices in the sector of 13 May 2020
Table of prices in the sector of 6 May
L R AS Published on Monday 11 May 2020 - n° 321 - Categories:the prices
Prices in the production chain on May 6
The prices of the 6th of May :
The trend according to EnergyTrend Demand in China and abroad is gradually increasing. High efficiency panels remain the first choice of the market.
The trend according to PV InfoLink : prices stabilised after May 1st. Three manufacturers of the multi-Si stopped for maintenance, which may reduce stocks, but this does not mean an improvement in demand.
Silicon :
According to EnergyTrend The recovery has had an impact on the entire supply chain. Silicon prices have shown signs of slowing their decline.
According to PV InfoLink The price of silicon varied little, remaining at 62 RMB for mono-Si and 38 RMB for multi-Si. The price of mono-Si will not change much as producers are delivering orders received after the April drop. Production of multi-Si has often been stopped and holidays have even been extended, reducing stocks. There have been almost no orders this week for multi-Si
Silicon for abroad was around $7.3 / kg for mono-Si and $5.8 / kg for multi-Si. The number of transactions was modest. Some producers have put their furnaces on maintenance due to lower prices. Thus, in the face of weak supply, the price of foreign silicon should remain stable or even rise in the short term.
Wafers :
According to EnergyTrend prices have fluctuated less and less. Mono-Si wafers are benefiting from an upturn in the downstream sector but the oversupply remains. Everything will depend on the level of demand in the 3rd quarter. However, new production capacities are being commissioned. In order to prevent prices from plunging, increased demand and a tightening of supply would be necessary.
According to PV InfoLink Multi-Si wafer prices were low before May 1st and remained so with a downward trend, ranging between 1.10 and 1.25 RMB / piece with an average of 1.20 RMB. The closure of India is prompting multi-Si manufacturers to slow down their production.
During the pandemic, the price of mono-Si wafers was reduced twice in April. Prices for mono-Si wafers remained at 2.6 - 2.82 RMB/piece for G1, and 2.71 - 2.91 RMB/piece for M6. This stability is largely due to the fact that the Tier 1 producers remained faithful to their current prices. Mono-Si wafer prices are expected to remain stable in the short term due to the use of inventory by cell producers facing the rush for installation before the June 30 deadline in China.
Cells :
According to EnergyTrend The slight rise in prices before 1 May continued and was followed by Tier 2 and Tier 3 manufacturers, but only to a limited extent.
According to PV InfoLink The prices of mono-Si cells for G1 and M6 formats were in line this week with their previous levels, averaging 0.79 to 0.8 RMB/W in China and $0.1/W in overseas markets. Prices for mono-Si cells had shown signs of increasing before the Labour Day break due to the rush to install before June 30. This week began to see bids concluded for high-priced cells of sizes G1 and M6, both at 0.8 to 0.81 RMB / W.
Overseas demand will take longer to recover. It may not improve much in May-June. The rush to install before June 30 will only lock in cell prices for a short period. Excess supply prevents a rebound in prices. They will fall back again after the installation boom slows.
Prices for multi-Si cells remained at 2.4 RMB / piece this week. There is little trade as India remains closed to imports.
The panels :
According to EnergyTrend orders from abroad are gradually increasing. The 30 June deadline in China is approaching and is stimulating some demand. High-yield panels, in particular, are benefiting from this increased demand, which is helping to raise their prices. Most of the orders have been concentrated with the leading manufacturers, while offers from Tier 2 and Tier 3 manufacturers have received a lukewarm reception. Demand remains unchanged for them.
According to PV InfoLink: Chinese demand is recovering with the return of the rush for an installation before 30 June. But a slowdown in demand from foreign markets is expected in May-June. Thus, the demand has made little progress. Manufacturers of panels for the domestic market are doing relatively well, but prices continue to fall.
Prices for foreign panels were $0.2 to $0.215 / W as panel sizes and prices vary considerably depending on the market and the timing of the contract. Most panels destined for shipment overseas in the second half of this year fell to $0.195-0.205 / W.
EnergyTrend /PV InfoLink of May 6
L R AS Published on Saturday 9 May 2020 - n° 321 - Categories:the prices
Table of producer prices in the sector from May 6, 2020
Table of prices in the sector of 6 May
L R AS Published on Sunday 3 May 2020 - n° 320 - Categories:the prices, latest news
Prices in the production chain on 29 April
The trend according to EnergyTrend : Price reductions across the entire supply chain continue, with the exception of panels. The capacity utilisation rate of companies could be further reduced.
Silicon :
According to EnergyTrend Silicon prices have continued to decline