SMM review and forecast of film and granules prices

The Alliance for American Solar Manufacturing and Trade has asked the US Department of Commerce to launch a nationwide anti-circumvention probe into solar imports from Ethiopia. AASMT alleges that Chinese-origin wafers are being processed into cells in Ethiopia and then assembled into modules in Ethiopia or Vietnam for export to the US, bypassing existing AD/CVD duties. The petition comes after US imports of Ethiopian solar products surged from zero in June 2025 to over USD 300 million by year-end, raising concerns that Ethiopia may become a new circumvention route amid tighter US scrutiny of solar supply chains.

Recently, an investor posed a question to Yunnan Aluminum Co., Ltd. (000807.SZ): Is the company's PV DC direct-supply to electrolysis cell technology a first in the industry? How many direct-connected green electricity projects are currently in operation and under construction in total? On May 14, the company responded: The technology of directly connecting PV-generated DC power to aluminum production is a first in the industry. The company has built distributed PV projects across 8 plant sites, with a total installed capacity of 252 MW.

Les primes du marché des lingots d'argent sont restées légèrement en décote cette semaine. Les primes au comptant ont légèrement baissé en glissement hebdomadaire. La hausse du prix absolu de l'argent a continué de freiner la demande en aval, le sentiment d'achat est resté faible et les stocks sociaux de lingots d'argent au comptant ont continué de s'accumuler.