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[SMM analysis] marginal production capacity conversion induced by low silicon price (with details)

iconJul 26, 2019 16:56
Source:SMM
Since March, the lack of oxygen in Huangpu Port 553 # silicon has dropped by 1500 yuan / ton, or 13%, and the rest of the specifications have also dropped to varying degrees. Under the depressed market conditions, Heilongjiang, Inner Mongolia, Qinghai, Gansu and other producing areas have been converted to production, as detailed in the following table:

SMM7 26 June news:

Since March, the lack of oxygen in Huangpu Port 553 # silicon has dropped by 1500 yuan / ton, or 13%, and the rest of the specifications have also dropped to varying degrees. Under the depressed market conditions, Heilongjiang, Inner Mongolia, Qinghai, Gansu and other producing areas have been converted to production, as detailed in the table below (incomplete SMM statistics):

 

Metal silicon
silicon valence

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