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HUGE FREIGHT INCREASE this week out of China
Last week was already up, but this week is out of this world.
We had heard $10k for 40" from China to India by end of this year, but more likely to happen by end of this month.
Same for $30k from China to EU.
GCL starts production at its new 30kt/yr FBR plant in Xuzhou Total FBR capacity in Xuzhou reaches 60kt/yr https://mp.weixin.qq.com/s/Ub4UyuSQssc67zBhBzzffQ CPIA: end 2021 global wafer capa @415GW, act
China polysilicon price up WoW Mono chips @ RMB268.5/Kg, up 0.41% WoW. Mono chunk @ RMB266.1/Kg, up 0.42% WoW. https://mp.weixin.qq.com/s/MkLa1IPYvjVKCD8-wbe0sQ US module makers put pressure on Biden
REC Silicon, Ferroglobe to establish traceable US solar supply chain https://www.pv-magazine.com/2022/06/14/rec-silicon-ferroglobe-to-establish-traceable-us-solar-supply-chain/ Risen Phase I 100kt sil