[SMM analysis] marginal production capacity conversion induced by low silicon price (with details)
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):
Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.
