Silicon metal shortage to intensify as Yunnan cut production
September 14, 2021 Corrine Lin
Yunnan, a province in southwestern China, produces 20% of total silicon metal production, the second largest following Xinjiang, which accounts for 40%. The dual-control policy will cause more than 200,000 MT of silicon metal production cut over the period from September to December in Yunnan.
While China has many idle capacities for silicon metal, silicon metal prices have been on the rise recently due to power shortage in southwestern region. Coupled with production cut in Yunnan, US imports of solar products wishing to source materials from regions outside of Xinjiang will take the first blow.
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