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SPOT PRICE
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Module prices advance amid varying price trends upstream
Price trends vary across sectors. Upstream sectors push up module production costs. Module prices rise accordingly in May, with some end users start accepting RMB 1.9/W of prices.

Persistent upstream shortage shores up supply chain price hikes after holiday
Wafer manufacturers offer price quotes with smaller and smaller thicknesses. Given that, from May 11 onwards, spot prices for 166mm and 182mm wafers will be posted based on 160μm of thickness. Further adjustments shall be made as per market movements.

Upstream price hikes drive up supply chain prices, pushing limit on downstream acceptance
*Spot price will be suspended once next week (May 4) for the Chinese Labor Day holiday.

Suction bucket jacket: Introduction
Ørsted’s Greater Changhua 2a phase-2 and Greater Changhua 4 offshore wind farm has passed the review for environmental impact comparative analysis report on March 2, 2022. Items changed include larger wind turbines and the installation of suction bucket j

Growth and burning concerns in German home battery sector
On March 3, 2022, explosion of a residential energy storage facility drew much attention in Southern Germany, for residential ESS carries much greater risks to people than outdoor ESS. According to statistics compiled by InfoLink, there have been at least

Three key factors to U.S.’ lead in energy storage industry
The U.S. added 1.4 GW / 3.5 GWh of electrochemical energy storage capacity in 2020. In 2021, the nation accumulated 3.5 GW / 10.5 GWh of installed ESS capacity, approximately 300% of growth, with the front-of-the meter (FTM) market contributing 3 GW / 9.2

Upstream material and cell price hikes weigh on supply chain
Over the past year, the energy storage industry has been struggled with the pandemic and raw material price hikes. Prices for battery grade Lithium Carbonate rose beyond RMB 200,000/MT in December 2021, from RMB 80,000/MT in March. This month, official pr

Offshore wind IRP: brighter outlook for turbine components
Developers can hardly and are not intended to require turbine manufacturers to localize or customize wind turbines for them.

Latest activities in U.S. and India markets
The Biden administration announced on February 4 that President Biden extended the Section 201 tariffs on imported solar cells and modules for another four years.

InfoLink to launch 2H21 Solar-plus-storage Global Market Report, helping businesses gain insights
InfoLink introduces Solar-Plus-Storage Global Market Report, which features analysis and forecast for major front-the-meter and behind-the-meter C&I storage, behind-the-meter residential markets in China, the U.S., Europe, Japan, and Australia, the assess

Polysilicon prices could fall faster 2022
Driven by installation rush in China and abroad, demand for mono-Si wafers was strong at the end of 2022, resulting in short supply. Meanwhile, massive capacity held by Longi, Zhonghuan, Jinko and JA Solar put wafer manufacturers under pressure amid rapid

Solar cell and module: The big picture outlook for prices and demand
In 2021, PV supply chain see dramatic price fluctuations. Polysilicon shortages crippled production output across the supply chain, whilst energy intensity and consumption control and power rationing imposed since September affected overall raw material s
