China and Taiwan to account for 90% of Global Supply The Chinese solar industry has been making global media headlines as USA imposed a duty on Chinese solar panel imports. A trade war was averted with Europe after both sides reached a last minute deal. Under the deal China is restricted to sell only 7 [...]

Ill Effects of Global Solar Trade Wars The globalized nature of our economy has unexpected side effects for workers and companies. Though globalization has brought prosperity and an increased standard of living for a lot of people, it has also raised the risks that entities faced due to black swan events. USA imposed a duty [...]

The Peaks and Troughs of Polysilicon Prices China saw a large number of polysilicon plants getting built during the post 2008 solar boom phase, when polysilicon prices ruled at $400/kg. This raw material which is the main component of silicon solar panels saw its price rise exponentially, as demand outstripped supply by a huge margin. [...]

China Polysilicon Industry on a Brink China has become the world’s greatest solar manufacturer in just 4 years as its state backed companies invested billions of dollars into the business. The country’s low cost labor and capital quickly became the world’s biggest by massively driving down costs of making solar wafers, cell and panels. Most [...]

LDK faces working capital crisis LDK Solar (LDK) which used to be the world’s biggest supplier of solar wafers and was building the biggest polysilicon plant is now contracting rapidly. The company which has more than $3 billion in debt saw its revenues contract by 50%, when other solar peers expanded their shipments and revenues. The company managed to ship [...]

Chinese put pressure on Europe The European Chinese solar trade saga took an important turn when the EU imposed a 11% duty on imports of Chinese made solar panels in Europe. Though the duty is small, it is quite broad as it will impose duties on any Chinese made solar products into Europe. The Chinese [...]