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"news" reports that focus on spot poly prices are the tail wagging the dog.
Nov 14 12:08 pm
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All Comments by disdaniel »Polysilicon Prices Head for Steep Fall: Good News for Solar? [View article]
The spot price getting closer to the contract price is healthy for poly, not a sign of weakness.
Supply and demand are related, but a supply problem being resolved IS different than a demand problem.
Spot price over 2x contract price means poly had supply problems. If spot price gets down to 1/2 contract price...then we might have a demand problem.