SSX Daily News Blast - 22/04/2022
China imported 6.6kt of polysilicon in March, down 15% MoM and 30% YoY
Shuifa Energy to construct 5GW HJT cell + module and 3GW distributed project in Shandong
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.
India’s panel pricing up 38% since mid-2020
Southern Power subsidiary seeks recourse from Trina for defective modules
NextEra upset that DOC’s AD/CVD investigations may force delay in projects to 2023
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.
SNEC 2022 postponed to 27-29 Dec
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