Topic · 7 stories
polysilicon
Polysilicon tags track upstream feedstock markets, where price volatility directly impacts the manufacturing costs of solar cells and modules across the global supply chain.
China wafer prices steady on firm polysilicon amid weak fundamentals
Wafer prices in China remained stable in early November, supported by firm polysilicon costs and improving supply-demand dynamics in the cell segment. This stability is significant for professionals because it highlights how upstream cost pressures and inventory levels continue to influence midstream pricing despite reduced operating rates.
Wafer Prices Fall as Cost Drag Weakens, Inventory Drawdown Continues; Module Prices Expected to Stabilize
Wafer prices have declined again while polysilicon quotations remained stable, with N-type 183 wafers quoted at 0.949-0.952 yuan per piece. This price movement is significant for supply chain professionals as it reflects continued inventory drawdown and stable module pricing expectations in the market.
India’s solar module manufacturing capacity could reach 3.48 TW by 2047
ISMA projects India's solar module capacity to reach 3.48 TW by 2047, requiring $89 billion in investment. This roadmap highlights the shift toward full domestic value chain integration for energy professionals.
China's solar technology plan signals new phase in global renewable energy industry
China's Ministry of Commerce proposed a framework to prohibit exports of advanced solar manufacturing technologies, including perovskite and tandem cells, while restricting others. This move impacts global supply chains by controlling the transfer of key production methods to other nations.
How Indian is a ‘Made in India’ solar panel, really?
India added 44.61 GW of solar capacity in 2025-26, with residential installations under PM Surya Ghar reaching 19 GW. The article examines the supply chain depth of 'Made in India' panels, noting that while cell production is growing, the industry still relies on imported wafers and polysilicon, with new rules expected
China polysilicon prices hold amid market standoff, spot-futures gap
OPIS reports that China mono-grade polysilicon prices held steady at CNY 38.786/kg amid a market standoff and high inventory levels. This price stability is significant for professionals tracking supply chain costs and market dynamics in the solar industry.
China: Revisions to the Export Control Technology Catalog: How Do Photovoltaic Companies View It?
China's Ministry of Commerce and Ministry of Science and Technology have proposed adding 12 photovoltaic technologies to the export control catalog, covering polysilicon, wafer, and cell manufacturing. This regulatory shift requires solar and energy-storage professionals to monitor compliance frameworks that may influence global supply chain strategies and technology transfer practices.