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EnergyTrend
53 followers -
solar, lithium battery, xEVs and other renewable energy
solar, lithium battery, xEVs and other renewable energy

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#PVdemand remained weak all over the world, while August and September will be the months with the least demand this year. The high inventory level may not allow price to rebound even if demand starts to pick up in October. EnergyTrend projects a downward trend for #PV prices across the value chain through September. Prices for #polysilicon and wafer will keep decreasing, and for cell and module will be likely to reach new bottom line.

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Cell makers couldn’t tolerate current wafer prices, leading to lower multi-Si wafer prices. Although multi-Si wafer prices remained at US$ 0.70/pc in Taiwan, some makers have started to lower utilization rate because the price is lower than manufacturing cost. Mono-Si wafer makers continued to slash their prices to limit the overall price gap between their products and the multi-Si counterparts. The average trading price of mono-Si wafers has arrived at RMB 6-6.15/pc in China and US$ 0.8/pc in Taiwan.
#PV #pvanalysis #pvprice

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China’s new energy policies are driving the country’s domestic market for #lithiumbatteries used in plug-in vehicles (#xEVs). The strong demand from the xEV application has put pressure on the supply lithium batteries used in IT products. For a while, there was a shortage of cylindrical lithium cells for IT applications. However, the current supply of IT batteries is not as tight as before because of adjustments made on both the supply and demand sides. The latest lithium cell price report from EnergyTrend, a division of TrendForce, finds prices of cylindrical cells in the second quarter rose by 1~4% compared with the first quarter. During the same period, the overall production capacity of polymer cells also expanded, causing a 1~2% quarterly decline in polymer cell prices. In sum, the worldwide lithium battery market reached a healthy supply-demand balance in the second quarter.

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#pvpricetrend #pv #solarenergy
Prices have been the most stable in the polysilicon market compared with other sectors of the supply chain because mono-Si wafer suppliers have generated considerable demand with their capacity expansion efforts and multi-Si wafer suppliers only lower a small proportion of production. In China, the average spot price has remained fairly high during this month, fluctuating only slightly between RMB 140 and 144 per kilogram. Price trend in China is expected to stay steady going into August. Polysilicon prices outside the Chinese market, however, have fallen a bit since other regional markets do not have trade barriers that interfere with the pricing.

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Let's see how "Top Runner Program" encourages PV technology improvement and accelerates PV industry transformation in China 2015.

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