China is headed for a first half (H1) solar installation surge that will likely reach the installation volumes seen in 2016, according to analysis of polysilicon import volumes conducted by Bernreuter Research.
Between October and November 2016 polysilicon imports jumped 56% from 8,680 metric tons (MT) to 13,584 MT, and then reached a record monthly high of 14,449 MT in December. This spike points to a forthcoming "Chinese PV rally", says Polysilicon Market Outlook 2020 author and head of Bernreuter Research Johannes Bernreuter.
Contrast that data to the same period in 2015 and there are interesting parallels. Imports of polysilicon into China in October 2015 were at a low of 7,504 MT, but the following month had increased by 33.6% to reach 10,028 MT.
The forthcoming FIT cut scheduled for June 30 2016 was the driver behind this sharp spike in demand, and history looks to be repeating itself: on July 1 this year there will be a further ...Den vollständigen Artikel lesen ...
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