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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":699,"relatedVideos":700},112472101739462,"ec708c4d-9e5f-4275-bfc9-27b41b7416f7","Polysilicon prices ease as solar power set for rapid global expansion","polysilicon-prices-ease-as-solar-power-set-for-rapid-global-expansion","article/polysilicon-prices-ease-as-solar-power-set-for-rapid-global-expansion",{"_uid":547,"date":548,"tags":549,"editor":553,"content":563,"excerpt":680,"featured":51,"reporter":681,"_editable":685,"component":686,"seo_title":543,"categories":687,"visibility":691,"author_company":49,"featured_image":692,"seo_description":680,"author_full_name":49,"author_job_title":49,"formattedDate":697,"formattedArticleDate":698},"391e44b5-c411-4d49-83be-7faa49af639e","2022-12-12 00:00",[550],{"slug":551,"name":552},"solar-pv","Solar PV",[554],{"slug":555,"name":556,"content":557},"matthew-bird","Matthew Bird",{"job_title":558,"image":559,"bio":561,"linkedin":562},"Senior Editor - Supply Chains & Data Visualisation",{"filename":560},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":564,"content":565},"doc",[566,573,578,583,588,593,598,605,610,615,620,625,630,635,640,645,650,655,660,665,670,675],{"type":567,"attrs":568,"content":569},"paragraph",{"textAlign":49},[570],{"text":571,"type":572},"Prices for polysilicon, the raw material for solar cells, have started to fall following an almost four-fold increase since the start of 2021, in a move that is set to ease cost pressures on the solar supply chain. ","text",{"type":567,"attrs":574,"content":575},{"textAlign":49},[576],{"text":577,"type":572},"Polysilicon prices rose to a decade high of 300 RMB ( $43) per kg in July from RMB 85/kg ($12) at the beginning of 2021. They’ve now eased to RMB 288/kg ($41), according to PV InfoLink. ",{"type":567,"attrs":579,"content":580},{"textAlign":49},[581],{"text":582,"type":572},"The price decline will help reduce the cost of installing solar power, following over a year of rising commodity prices as a result of the global Covid-19 pandemic. Auction prices for solar power rose worldwide this year, reversing a decade-long decline, according to the International Energy Agency. ",{"type":567,"attrs":584,"content":585},{"textAlign":49},[586],{"text":587,"type":572},"“Demand exceeded supply excessively in the last three years,” said polysilicon market expert Johannes Bernreuter. “Now, more capacity is coming online, easing the imbalance between supply and demand … If prices come down, demand might expand very rapidly.”",{"type":567,"attrs":589,"content":590},{"textAlign":49},[591],{"text":592,"type":572},"The IEA said this month that electricity supply from wind and solar is set to more than double in the next five years, led by solar, to around 20% of global power generation in 2027. ",{"type":567,"attrs":594,"content":595},{"textAlign":49},[596],{"text":597,"type":572},"Utility-scale solar “is the least costly option for new electricity generation in a significant majority of countries worldwide” and is cheaper than coal electricity in most Chinese provinces, it said.",{"type":599,"attrs":600,"content":602},"heading",{"level":601,"textAlign":49},4,[603],{"text":604,"type":572},"China’s dominance",{"type":567,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":572},"Polysilicon prices surged last year after China and other countries boosted clean energy installations to meet climate goals.",{"type":567,"attrs":611,"content":612},{"textAlign":49},[613],{"text":614,"type":572},"Demand for polysilicon rose faster than companies could produce it or build new plants. Over the summer, prices were driven even higher after a fire reduced output at a factory run by Chinese manufacturer East Hope, while others were closed for maintenance.",{"type":567,"attrs":616,"content":617},{"textAlign":49},[618],{"text":619,"type":572},"China is the largest producer of polysilicon for the solar industry, producing over 80% of the world’s supply. Production of polysilicon in the country is set to expand rapidly next year. ",{"type":567,"attrs":621,"content":622},{"textAlign":49},[623],{"text":624,"type":572},"Chinese production capacity will reach 1.2 million tonnes at the end of this year from 530,000 tons in 2021, according to the Asia Europe Clean Energy (Solar) Advisory. It will reach 2.5 million tons in 2023 and 4 million tons by the end of 2024, according to the Asia Europe Clean Energy (Solar) Advisory.",{"type":567,"attrs":626,"content":627},{"textAlign":49},[628],{"text":629,"type":572},"This month Daqo New Energy, one of the largest producers of polysilicon, said that an expansion in Inner Mongolia would boost its production by an additional 100,000 tonnes, taking total production to 305,000 tonnes by the end of 2023.",{"type":599,"attrs":631,"content":632},{"level":601,"textAlign":49},[633],{"text":634,"type":572},"Seasonal drop",{"type":567,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":572},"However, analysts have warned that some of the current reduction in demand for polysilicon is a seasonal end of year drop. High demand in the first half of 2023 could keep the spot price high for the next six months.",{"type":567,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":572},"“As the lion’s share of new polysilicon production capacity is slated for the second half of 2023, strong demand could keep the spot price at a relatively high level in the first half,” Bernreuter said.  ",{"type":599,"attrs":646,"content":647},{"level":601,"textAlign":49},[648],{"text":649,"type":572},"Challenging China’s dominance  ",{"type":567,"attrs":651,"content":652},{"textAlign":49},[653],{"text":654,"type":572},"To challenge China’s dominance in the solar supply chain the US and India have launched generous incentives to build a homegrown industry. CSIRO, Australia’s national science agency, also said this week that the country should develop a silicon and solar cell supply chain.",{"type":567,"attrs":656,"content":657},{"textAlign":49},[658],{"text":659,"type":572},"The US Inflation Reduction Act offers production tax credits to the tune of $3 a kilogram for polysilicon producers in the US. ",{"type":567,"attrs":661,"content":662},{"textAlign":49},[663],{"text":664,"type":572},"Investment in solar manufacturing in the US and India is set to reach almost $25 billion over 2022-2027, a sevenfold increase on the last five years, according to the IEA. ",{"type":567,"attrs":666,"content":667},{"textAlign":49},[668],{"text":669,"type":572},"Norway’s REC Silicon plans to restart its Moses Lake polysilicon plant in the state of Washington next year. ",{"type":567,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":572},"However, it will take US polysilicon companies several years to increase production, Bernreuter said. ",{"type":567,"attrs":676,"content":677},{"textAlign":49},[678],{"text":679,"type":572},"“It still remains to be seen how effective these incentives will be and the Chinese manufacturers have a huge advantage in economies of scale, and that’s difficult to compete with,” he said.","Prices for polysilicon, the raw material for solar cells, have started to fall following an almost four-fold increase since the start of 2021, in a move that is set to ease cost pressures on the solar supply chain. Polysilicon prices rose to a decade high of 300 RMB ( $43) per kg in July from […]",[682],{"slug":555,"name":556,"content":683},{"job_title":558,"image":684,"bio":561,"linkedin":562},{"filename":560},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"391e44b5-c411-4d49-83be-7faa49af639e\", \"id\": \"\"}-->","article",[688],{"slug":689,"name":690},"new-energy","New Energy","private",{"id":49,"alt":693,"name":693,"focus":693,"title":693,"source":693,"filename":694,"copyright":693,"fieldtype":695,"meta_data":696,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/7f489babf5/bm-china-solar.jpg","asset",{"alt":693,"title":693,"source":693,"copyright":693},"Dec 12, 2022","12th December 2022",[],[],1780500974463]