at Zacks.com (Nov 17, 2014)
Chinese solar polysilicon demand fell 34% in October, claims UBS; IHS iSuppli estimated last...
Chinese solar polysilicon demand fell 34% in October, claims UBS; IHS iSuppli estimated last week polysilicon spot prices fell 9% on the month. Moreover, UBS expects polysilicon demand to remain weak in Q4 due to poor visibility for 1H solar module sales. Given the latest earnings reports from module vendors (I, II), it's hard to argue with that assessment.
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