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Spare capacity exists to support a supply chain shift, industry group says

Michael Parr of the Ultra Low-Carbon Solar Alliance said that excess production capacity in the U.S. and EU could support a call for a supply chain shift.

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IHS Markit forecasts a “wild” ride” for the global PV industry in 2021

The firm expects 158 GW of new PV to be installed worldwide in 2021, a jump over 2020, and the U.S. and China will still dominate.

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REC Silicon could restart poly production at Moses Lake

The Norwegian polysilicon maker has been been frozen out of the Chinese solar market by political tensions between Beijing and the U.S. and mothballed its Washington State production line last year. However, two recent business agreements could change all that.

Morning Brief: Human rights allegations in Xinjiang China could jeopardize solar supply chain

Also in the brief: Time to see how serious industry is about ESG and D&I versus LCOE. Plus Hawaii solar on the rise.

Hemlock Semiconductor becomes vertically integrated polysilicon maker

The U.S. polysilicon manufacturer has acquired DuPont’s trichlorosilane business, in a move that will help it cut production costs and control supply.

Breaking: Explosions at GCL polysilicon fab have reportedly taken down 10% of global production capacity

California-based investment banking group Roth Capital Partners has reported four flash explosions on Sunday and a fifth yesterday “working their way through the GCL facility across multiple systems in a chain-reaction-like sequence.”

Hanwha officially exits polysilicon business

Hanwha Solutions has confirmed that it will shut down its polysilicon business over the course of the next year, only a week after saying that it was still evaluating its plans for the sector.

China will extend duties on US and South Korean polysilicon for another five years

The Chinese government will extend duties on U.S. and South Korean polysilicon for another five years despite committing to buy $200 billion more U.S. goods and services over the next two years in return for America halving 15% tariffs applied to $120 billion worth of Chinese products.

Hardware brief: Solar panel walking shoes, poly modules dying?, Trina poly bifacial breaks record, more!

You’re busy, so we keep it simple – only the hardware here folks! Los Angeles simplified its installation requirements, solar+storage install in Vermont, solar walking shoes that spread the force to 1/10th allowable weight, Trina setting bifacial poly records, and polysilicon pricing at the floor!

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REC Silicon prepared to power down the rest of its operation

The Norwegian polysilicon and silane gas producer has announced it will listen to offers for its production facility in Butte, Montana after mothballing its other manufacturing operation – at Moses Lake, Washington – in the summer.

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