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The spot price for polysilicon, the raw material used to make solar wafers, is reportedly...

The spot price for polysilicon, the raw material used to make solar wafers, is reportedly stabilizing around $25/kg, if only because that price is near the variable costs of Western producers. Such stabilization could provide a bit of a respite for U.S.-based WFR, which just announced the idling of an Italian plant. However, Chinese vendors are still seeing price pressure - a potential negative for YGE.
Comments (1)
  • You forgot to mention that the breaking point is far below breakingpoint for chinese producers too. Only GCL-poly that mostly produce for its own wafer can match under 25$ per kg currently.

     

    WFR & REC with FBR technology are selling those parts of the production still with a slight profit. The korean OCI i think bearly is making a profit, LDK is loosing money at currently average 30$ per kg, and the giant GCL-poly have a slight advantage in total cost but is not the leader of production cost, that goes to REC with 13,5$ per kg.
    25 Mar 2012, 10:51 AM Reply Like
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