SHANGHAI, Oct 12 (SMM) - The domestic output of industrial silicon in September stood at 274,000 mt, up 25% on the year but down 0.9% on the month, according to SMM survey.
The producers in Yunnan, Sichuan, Inner Mongolia, Hunan, and Fujian received power rationing notices in September in order to ensure that the annual emission reduction target is fulfilled. As such, the operating rates fell generally 5-23%.However, the overall output only declined slightly in September as the production in Xinjian resumed in the month.
In is expected that the output of industrial silicon in October will rally to around 300,000 mt in October as the production activities in some provinces will resume.
The output of polysilicon in September stood at 41,700 mt in September, down 3% on the month but up 31% on the year. The output in Jiangsu and Inner Mongolia fell on the power rationing, and the maintenance in Shaanxi and Xinjiang also affected the production activities.
The power rationing policy has constrained the production capacity of polysilicon to some extent. On the other hand, the output in many provinces in Q4 is likely to fall due to the strict energy consumption control. Some polysilicon producers that managed to produce normally have received the notices requiring them to reduce the emissions. But the intensity has not been specified.
The output of polysilicon in October is expected to fall to around 40,000 mt due to the influences of maintenance.