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Modules & Upstream Manufacturing

Daqo CEO predicts polysilicon price will keep on rising

Daqo expects another 180-220,000 metric tons of poly production lines to appear next year, enough to supply 240-250 GW of solar modules and 200-210 GW of generation capacity.

Action urged on alleged solar PV dumping from 3 Southeast Asian countries

The American Solar Manufacturers Against Chinese Circumvention filed three petitions requesting that the Commerce Department investigate what were alleged to be “unfairly traded imports” from the three countries.

Sunrise brief: Solar deployment needs to accelerate by 3-4x: Biden administration

Also on the rise: Solar imports are being detained by border agents, First Solar breaks ground in its 3.3GW Ohio plant, and partners turn to blockchain to help expand module recycling efforts.

China made 14 GW of solar modules in June – and more than 80 GW in six months

The nation produced 57% more solar cells in the first half of this year than in the same period a year earlier.

First Solar breaks ground on 3.3 GWdc production facility

The new facility in Ohio is scheduled to start operations in the first half of 2023 and represents a $680 million investment.

Solar modules are being detained by customs agents, reports suggest

An order issued in late June instructed customs agents to detain solar shipments containing silica-based products sourced from a Chinese firm and its subsidiaries. Three solar players may already have been impacted.

JinkoSolar begins work on $500 million ingot and wafer facility in Vietnam

Vietnamese media claim the new factory is being built to diversify the company’s supply chain away from China and as an answer to new requirements from western countries and suppliers.

Heliene is adding 100 MW of module production at a new Florida facility

The plant will produce super-high-efficiency heterojunction solar cell modules for residential and commercial applications.

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Sunrise brief: TerraGen lines up $800m in financing for a multi-phase solar + storage project

Also on the rise: Two companies petition for Section 201 tariff extension, Morgan Solar introduces a new data tool, and an insurer wants Amazon to pay for a house fire caused by a defective solar generator.

Sunrise brief: Solar+storage gains a solid foothold across the U.S. grid

Also on the rise: Three startups that aim to change the solar and clean tech sectors, battery companies join effort to improve cycling performance, solar PV shipments rose in 2020 as demand grew and costs fell, and more.

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