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Polysilicon Prices Head for Steep Fall: Good News for Solar?

what's new in this article? nothing
we know that long term poly supply contract are priced close to $50
most of poly new entrant, 55 out 60 are high cost producers and will lose their shirt once spot goes down. most of them are chinese companies.
last poly price has to come down for the solar industry to succeed on the long term.

Greentech Media: Solar Sector Headed for a Shakeout

the safer plays are polysilicon producers like MEMC , Wacker chemie or an integrated like REC