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Worth vary for US-delivered modules widens – pv journal International


In a brand new weekly replace for pv journalOPIS, a Dow Jones firm, gives a fast overview of the primary worth tendencies within the international PV trade.

on Chinese marketthe Chinese Module Marker (CMM), the OPIS benchmark evaluation for TOPCon modules from China, assessed at $0.095/W, secure week-to-week amid unchanged market fundamentals. Market members mentioned TOPCon costs beneath $0.09/W FOB China are nonetheless hovering across the market.

Cargoes beneath $0.09/W FOB China had been offered at a loss to take care of market share and generate money movement, an trade supply mentioned. For giant module producers, sustaining money movement is extra vital than avoiding losses as a result of they must pay wages and tools loans, added the trade supply.

on US marketThe spot worth for US delivered responsibility paid (DDP) TOPCon modules fell to $0.290/W, with indications from $0.220/W to $0.330/W, whereas costs for Q1 2025 cargo -average of $0.301/W, from $0.280/W and $0.325/W.

OPIS assesses US mono PERC This autumn supply module costs at $0.249/W, with indications between $0.215/W to $0.310/W, whereas 2025 supply cargo is round $0.270 to $0.315/W.

According to a Southeast Asian producer, US module costs have seen a variety as a result of availability of other imports from nations not affected by the AD/CVD probe. The producer added that elevated competitors from varied sources is “disrupting” home costs within the US. Currently, Indonesian producers are providing modules for late 2025 supply at about $0.24/W, just like the degrees supplied by suppliers in Vietnam, Thailand, Malaysia and Cambodia earlier than the investigation started, a US supply advised OPIS. The supply additionally shared that Indian producers had been quoting round $0.29/W throughout the identical interval.

Another market supply famous that elevated Customs and Border Protection (CBP) inspections of imported modules from India over the previous few months will improve uncertainty and drive up costs. Almost one-third of stranded electronics from India had been rejected, in comparison with solely 5.4% of rejections of stranded items from South East Asian producers.

on European market, TOPCon module costs fell a contact within the week ending August 27, with indications between a low of €0.090 ($0.1)/W and a excessive of €0.122 ($0.14)/W, averaging at an estimated worth of €0.107 ($0.12)/ W. On the cargo aspect, ocean freight charges in Asia-North Europe fell 1% to $8,264 per forty-foot equal unit (FEU) . This equates to $0.0196/W.

The marketplace for imported Chinese TOPCon panels has advanced from overstock in Q2 to close scarcity throughout the summer season months. In Q3, availability for photo voltaic modules in China is growing, though this appears to be accompanied by worth stress for suppliers. In excessive finish know-how panels, all inventory is exhausted.

OPIS, a Dow Jones firm, gives vitality costs, information, knowledge, and evaluation on gasoline, diesel, jet gasoline, LPG/NGL, coal, metals, and chemical substances, in addition to renewable fuels and environmental commodities. . It acquired pricing knowledge property 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 creator, and don’t essentially mirror these held by pv journal.

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