[SMM PV News] Indonesia-Singapore Solar Export Snagged by 'Unbankable' 5-Year Permit Rule

Qcells has officially restored normal solar panel production at its Georgia facilities, ending a 'temporary pause' that forced the furlough of 1,000 workers in November 2025. The disruption stemmed from US Customs detaining solar cell shipments from South Korea under the UFLPA, allegations Qcells has consistently denied, asserting its supply chain is completely outside of China's Xinjiang region. With components now clearing customs, the manufacturer is pressing forward with its $2.5 billion expansion. By the end of 2026, Qcells targets a combined 8.4 GW of annual module capacity across its Dalton and Cartersville plants, employing nearly 4,000 workers to build a 'complete American solar supply chain'.

[SMM Silicon-Based PV Morning Meeting Minutes: Silicon Metal Prices Recovered Slightly; Module Prices Temporarily Stable] Over the weekend, N-type recharging polysilicon was quoted at 45-53 yuan/kg, the N-type polysilicon price index stood at 48.21 yuan/kg, and granular polysilicon was quoted at 43-45 yuan/kg. Polysilicon prices remained temporarily stable over the weekend. Bearish market sentiment was strong, with limited transactions this weekend. The market focused on subsequent order signings and operating dynamics of top-tier enterprises.

Oxford PV, a European-based solar perovskite enterprise, has granted access to its patent portfolio to First Solar, the American photovoltaic module manufacturer. This agreement permits First Solar to utilise Oxford PV's existing licensed patents and those currently under application. This non-exclusive licence enables First Solar to advance its research and development of solar photovoltaic devices incorporating perovskite semiconductors for deployment in large-scale ground-mounted, commercial and residential markets within the United States. The licence scope covers potential manufacturing and distribution of such products in the US, excluding crystalline silicon semiconductors. Further terms remain undisclosed.