News on Germany

News on suppliers, market trends and technology innovations in polysilicon and wafer production is selected, assessed and written for you by Bernreuter Research.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Wacker Polysilicon’s operating EBITDA margin slips to -13.3%

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Record-low polysilicon prices and inventory valuation adjustments pushed the operating EBITDA margin of Wacker’s polysilicon division to minus 13.3% in the third quarter.

Polysilicon EBITDA margins of OCI, Wacker and REC Silicon from Q2 2018 through Q2 2019

Non-Chinese polysilicon producers swing back to positive EBITDA

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Polysilicon makers OCI, Wacker and REC Silicon all returned to black EBITDA figures in the second quarter. The margins ranged from 6.8% (OCI) to 3.4% (Wacker) to 1.1% (REC Silicon).

OCI’s polysilicon plant in Gunsan, South Korea

OCI considers shifting polysilicon capacity from Korea to Malaysia

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The prospect of rising electricity prices has prompted polysilicon manufacturer OCI to consider shifting production capacity from its South Korean plant in Gunsan to its subsidiary in Malaysia.

Polysilicon EBITDA margins of Daqo, OCI, Wacker and REC Silicon from Q4 2017 through Q4 2018

The EBITDA difference of making polysilicon in or outside China

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While China-based polysilicon manufacturer Daqo reported another record low in production costs, the polysilicon division of market leader Wacker slid into the red with its EBITDA in the fourth quarter.

Headquarters of Yingli Green Energy (Yingli Solar) in Baoding, Hebei province

Yingli reaches amendment to polysilicon contracts with Wacker

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Cash-strapped Chinese integrated solar module producer Yingli Green Energy has successfully negotiated new terms for its polysilicon long-term contracts with German supplier Wacker Chemie AG.

Wacker’s U.S. polysilicon plant in Charleston, Tennessee

Wacker feels the brunt of the polysilicon market downturn

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The EBITDA margin of Wacker’s polysilicon division has become razor-thin: In the third quarter of 2018, the ratio slumped to just 2.5%, down from 16.2% in the previous quarter and 24.9% in the prior year period.

Factory of Solarworld in Arnstadt, Thuringia

Solarworld files for insolvency for the second time in ten months

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Only seven and a half months after emerging from insolvency proceedings in August 2017, German PV module producer Solarworld Industries GmbH has filed for insolvency again.

Monthly polysilicon imports into China from February 2017 through January 2018

Growing mono wafer makers fuel polysilicon imports into China

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After the low in December, polysilicon imports into China surprisingly surged to an unusually large volume of 16,261 metric tons in January, an increase of 29.7% month over month.

Monthly polysilicon imports into China from December 2016 through November 2017

China’s polysilicon imports in November returned to level of June

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After a seasonal low in October, polysilicon imports into China in November rose to 14,918 metric tons, an increase of 33.8% month over month.

Monthly polysilicon imports into China from November 2016 through October 2017

Weak Chinese polysilicon imports worsened by Wacker shortfall

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Polysilicon imports into China dropped considerably from the record high of 17,628 metric tons (MT) in September to 11,153 MT in October.

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