Post by pling on Feb 15, 2016 21:39:43 GMT
Fra pv-tech.org 15. februar 2016
- Despite record low polysilicon prices seen in January 2016 marking a clear oversupply, PV manufacturing capacity expansions and projected end-market demand could reverse the situation by the end of 2016, specifically in China.
- Taking GTM Research’s global PV demand forecast data as a ‘middle ground’ view, Levens highlighted that the global end market could reach 64GW in 2016 and climb to 78GW in 2017.
- Available polysilicon supply, including the limited capacity expansions expected in 2016, were plotted on another REC Silicon chart (see below), promoting the idea that supply and demand would be very tight by year-end.
- With Siemens-based polysilicon plants taking an average of four years to build (FBR around 2.5 years), polysilicon supply shortages could be nearly 60,000MT in 2018, based on global PV end-market demand topping 95GW.
- Despite record low polysilicon prices seen in January 2016 marking a clear oversupply, PV manufacturing capacity expansions and projected end-market demand could reverse the situation by the end of 2016, specifically in China.
- Taking GTM Research’s global PV demand forecast data as a ‘middle ground’ view, Levens highlighted that the global end market could reach 64GW in 2016 and climb to 78GW in 2017.
- Available polysilicon supply, including the limited capacity expansions expected in 2016, were plotted on another REC Silicon chart (see below), promoting the idea that supply and demand would be very tight by year-end.
- With Siemens-based polysilicon plants taking an average of four years to build (FBR around 2.5 years), polysilicon supply shortages could be nearly 60,000MT in 2018, based on global PV end-market demand topping 95GW.