In the brand new weekly replace for pv journalOPIS, a Dow Jones firm, offers a fast overview of the primary value traits within the international PV business.
FOB China costs for M10 wafers continued their downward development this week. Prices for Mono PERC M10 and n-type M10 wafers decreased by 5.37% and seven.95% weekly, reaching $0.141 per piece (computer) and $0.139/computer, respectively.
FOB China costs for G12 wafers remained comparatively regular this week, with Mono PERC G12 and N-type G12 wafer costs remaining flat at $0.236/computer and $0.238/computer, respectively.
According to the OPIS market survey, the common transaction costs of Mono PERC M10 and N-type M10 wafers within the Chinese home market decreased to CNY1.13 ($0.16)/computer and CNY1.12/computer, respectively. every one. Even at this value level, the variety of transactions stays low, in response to a movement supply. Another business insider even quoted a proposal of CNY1.05/computer for n-type M10 wafers, suggesting the potential route of n-type wafer costs within the close to future.
The present promoting value of the wafer could be very completely different from the issues of the price of manufacturing, with the primary emphasis being to make sure gross sales, in response to a market participant.
Wafer stock stays excessive at greater than 5 billion items, equal to about 40 GW and twenty days of manufacturing, in response to a number of market sources. Against the backdrop of excessive wafer inventories, studies emerged this week of some producers decreasing their working charges. As a consequence, the general working charge of wafer producers has decreased to between 50% and 60%, with month-to-month output anticipated to achieve between 55 GW and 62 GW.
Recent discussions have emerged about cell producers stockpiling wafers, suggesting {that a} cheaper price for wafers might have been reached. However, a supply from the cell market suspects that this may very well be a deliberate try by wafer producers to unfold misinformation. The supply considers this step “pointless”, as “even when they’re on the backside, there is no such thing as a foundation for the worth enhance.”
As a results of modifications in worldwide commerce insurance policies, there’s an expectation that orders for cells and modules exported from Southeast Asia to the US will face obstacles within the close to future. . This growth has prompted discussions inside the business about melting wafers in Southeast Asia and the potential supply of wafers for future cell manufacturing within the US.
“It is predicted that till native cell manufacturing capability is established within the US, insurance policies won’t fully block the importation of Southeast Asian cells. Consequently, the influence of wafers in Southeast Asia is just not anticipated to be very vital within the close to future,” a supply from the worldwide polysilicon market revealed to OPIS throughout the China Polysilicon Development Forum (CPDF) held in Leshan, Sichuan, China on May 23 and 24.
In the worldwide market, market insiders revealed {that a} vertically built-in producer’s preliminary section 3.3 GW wafer challenge within the US is scheduled to be accomplished this yr. The manufacturing facility has already obtained the required quantity of polysilicon for its annual manufacturing capability. In addition, some wafer producers are exploring the viability of building factories exterior of Southeast Asia, such because the United Arab Emirates, to navigate the complexities of the worldwide commerce setting, sources disclosed to OPIS. throughout CPDF.
OPIS, a Dow Jones firm, offers vitality costs, information, information, and evaluation on gasoline, diesel, jet gas, LPG/NGL, coal, metals, and chemical substances, in addition to renewable fuels and environmental commodities. . It acquired pricing information belongings from the Singapore Solar Exchange in 2022 and now publishes the OPIS APAC Solar Weekly Report.
The views and opinions expressed on this article are these of the writer, and don’t essentially replicate these held by pv journal.
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