The Solar Supply Tracker is a flexible platform that allows the user to input proprietary data and manipulate Lux Researchâ€™s underlying assumptions. This dynamic tool supports a comprehensive quantity of easily customized graphical and data outputs ready for instant insertion into any reporting format.
Starting Q4 2011, the Solar Supply Tracker is named based on the publishing quarter.
Chinese government is expected to announce tariffs on U.S., EU, and South Korean imported polysilicon in Q1 2013. 90% of polysilicon manufacturers in China stopped production by Q4 2012 due to price pressures. Sustainable price for polysilicon is expected to be around $20/kg to $25/kg. Companies selling at $15/kg will likely go bankrupt.
GCL-Poly Energy Holdings increased its polysilicon capacity in Q4 2011 so that its annual polysilicon capacity now stands at 65,000 MT. This capacity increase comes in the wake of oversupply in the polysilicon industry where the spot price for polysilicon hovers around $28/kg.
MEMC is cutting back its polysilicon production by idling its 6,000 MT facility in Merano, Italy, with plans of complete shutdown. It is also reducing production in manufacturing plant in Portland, Oregon.
For advanced analysis and offline exploration of the Solar Supply Tracker, the full data set is available for download.
These files are available to subscribers of the Lux Research Solar Components service.