boisterousbob

China's Solar Wafer Production Seems Out of Control

Because if you are anything like LDK solar, who can produce polysilicon for about $.9/kg, it is cheaper to buy it (at $.5/kg or less) than make it.

In other words "your own cheap supply" can be damn expensive!


On Sep 07 09:41 AM Dave Marsh wrote:

> I thought Renesola bought a module maker so they could supply poly
> internally, moving it more towards a Trina vertically integrated
> model. Kelvin: Was I misinformed? Why sell poly at a loss when
> you can supply your other (module) half with your own cheap supply,
> then sell the modules with some kind of positive margin.