Intelligence
Polysilicon Supply May Surge Again; Solar PV Supply Chain Prices Face a New Round of Downward Pressure Polysilicon Current domestic polysilicon inventories remain above 520,000 mt and continue to trend slightly higher. Sentime.. [more]
2026-06-05 21:49
Oversupply Pattern Remains Difficult to Reverse; Production Cuts Are the Only Way to Halt Price Declines Across the PV Supply Chain Polysilicon Current polysilicon inventory remains elevated at around 520,000 metric tons, with manufacturers still facing h.. [more]
2026-05-29 17:48
High Inventory Suppresses Price Rebound Momentum; PV Supply Chain Prices Extend Bottom-Level Consolidation Across the Board Polysilicon Current polysilicon inventory is holding at the 520,000 mt level. Spot new-order transaction volumes have cont.. [more]
2026-05-22 0:31
Prices Stabilize this Week, but the Solar PV Value Chain Still Lacks Fundamental Support for a Broad Rebound Polysilicon Supply side: Polysilicon inventory remains elevated. Supply from polysilicon producers is relatively stable in.. [more]
2026-05-07 22:37
Polysilicon and Wafers Pricing Anchored by Policy Expectations; Cells and Modules Under Pressure and Testing Lows Polysilicon Current polysilicon inventory remains above 520,000 mt. Approaching the International Workers’ Day holiday.. [more]
2026-04-30 23:25
PV Supply Chain: Polysilicon, Wafers, and Cells Enter Bottoming and Stabilization Phase Polysilicon Supply side: Polysilicon inventories remain elevated at above 520,000 mt, with no clear inflection point for de.. [more]
2026-04-24 1:14
PV Supply Chain: Upstream Near Cost Floor Stabilizes, Downstream Faces Dual Pressure and Prices Continue to Decline Polysilicon Supply side: Current polysilicon inventory remains massive, holding above 520,000 mt in aggregate, with the ov.. [more]
2026-04-16 23:15
PV Supply Chain Under Broad Pressure: Weak Supply and Demand in Tandem, Price Center of Gravity Continues to Drift Lower Polysilicon Supply side: Industry inventories remain high and continue to rise, with no sign of relief in the ongoing sto.. [more]
2026-04-09 22:53
Weak Demand and High Inventories Continue to Push Prices Down across the Solar PV Value Chain Polysilicon Supply side:
 Polysilicon inventories have now exceeded 520,000 metric tons, remaining in a phase of slight in.. [more]
2026-03-19 23:13
PV Supply Chain: High Inventory Pressure and Weak Demand Drive Continued Price Declines Across the Solar Value Chain Polysilicon Supply: Polysilicon inventories remain elevated at over 510,000 metric tons, with stocks still showing a slight.. [more]
2026-03-13 1:21