SSX Daily News Blast - 22/04/2022

China imported 6.6kt of polysilicon in March, down 15% MoM and 30% YoY

https://news.metal.com/newscontent/101811217/China-Silicon-Metal-and-Polysilicon-ExportImport-Readings-in-Mar/

Shuifa Energy to construct 5GW HJT cell + module and 3GW distributed project in Shandong

https://guangfu.bjx.com.cn/news/20220422/1219576.shtml

GCL’s Q1 production output 18.628kt polysilicon + 11.6 GW wafers

This excludes 15.799kt of polysilicon produced by GCL affiliates.

Company had targeted ramping up annual operating capacity to 45kt of polysilicon, 30kt of FBR granular silicon and 50GW of silicon wafers by end Q1 2022.

https://guangfu.bjx.com.cn/news/20220421/1219356.shtml

India’s panel pricing up 38% since mid-2020

https://www.pv-tech.org/india-solar-module-prices-up-38-since-mid-2020-as-demand-outstrips-supply/

Southern Power subsidiary seeks recourse from Trina for defective modules

https://www.law360.com/newyork/articles/1486191/southern-power-unit-targets-chinese-solar-panel-co-

NextEra upset that DOC’s AD/CVD investigations may force delay in projects to 2023

https://www.reuters.com/legal/transactional/nextera-ceo-frustrated-solar-supplies-hit-by-us-probe-2022-04-21/

Silver Institute: demand +13% last year to 3.536kt; expected to rise another 12% this year

Researchers note that current transition to TOPCon modules and the continued adoption of HJT cells, which require 30% to 80% more silver than current panels, could drive the industry towards higher silver consumption.

https://guangfu.bjx.com.cn/news/20220422/1219698.shtml

SNEC 2022 postponed to 27-29 Dec

https://www.ne21.com/news/show-169669.html

Upcoming National Holidays

Monday: Australia, NZ

Wednesday: Netherlands, South Africa

Next week Friday: Japan, Bangladesh