Research
Industry Focus
2022-06-23New Wave of Inflation Fermenting within the Industry Chain as Constrained Polysilicon Provision Persists
Polysilicon
Polysilicon prices continued to surge under a slightly expanded degree this week, where mono-Si dense materials were quoted at a mainstream price of RMB 263-275/kg, while mono-Si compound feedings were quotes at a mainstream price of RMB 265-278/kg, with an average concluded price of RMB 271-273/kg. ... more
News
2022-07-07
[Solar] Talesun Secures RMB 1.17 Billion PV Module Contract from MEJ Energy
Chinese power equipment and cable supplier Zhongli Group announced on June 23 that a newly formed affiliate of its PV subsidiary Talesun has entered into a supply agreement with MEJ Energy. ... more
2022-07-07
[Solar] Tianqi Lithium Lands Deal to Supply LG Chem with Lithium Hydroxide Monohydrate
Tianqi Lithium, a major lithium supplier based in China, announced on June 27 that it has signed a long-term supply agreement with South Korea’s LG Chem. Under this agreement, Chengdu Tianqi Lithium, which is a subsidiary of Tianqi Lithium, will supply LG Chem with lithium hydroxide monohydrate from January 2023 to December 2026. This deal came just after Tianqi Lithium had inked another contract of similar scale with Dynanonics on June 24.... more
2022-07-06
[EV] Analysts Forecast Tesla’s Market Share to Plunge to 11% in 2025
Despite Tesla’s top position in the global EV market, other multinational automakers have been catching up quickly. Therefore, it is hard to say how long the EV maker will maintain its first-mover advantage.... more
2022-07-06
[Solar] Mathew Miao: Not a Question of Whether Electricity Pricing Rises, but Taiwan's Overall Energy Policy
The MOEA stated that Taiwan's electricity price has to rise, and will hold an electricity price review committee on the June27th to decide on the rate of the domestic electricity price increase.... more
2022-07-06
[Solar] Yujing Machinery and Shuangliang Eco-Energy Systems to Cooperate in Manufacturing of Large-Size Wafers
More progress has been made in the partnership between Yujing Machinery and Shuangliang Eco-Energy Systems in the development of a project for the manufacturing of large-size PV wafers. ... more
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