November 5, 2026
Futures now ~20% below the producers’ CNY 43,000/t floor and ~14% below InfoLink spot (RMB 40.0/kg), with >570K MT of inventory still building (if more slowly); EnergyTrend warns that nominally stable poly-Si quotes may be…
November 2, 2026
What the last three times Democrats took power did for solar, and why tomorrow sets up weaker than any of them. KEY TAKEAWAYS Our answer: a pop, probably. A rally, probably not. Since 2010, control…
October 28, 2026
Poly-Si still ~15% below the producers’ CNY 43,000/t floor with >560K MT of inventory; China TOPCon module prices ~9% below the RMB 0.79/W “minimum” (i.e., price discipline is not passing through). Poly-Si: futures bounce, spot…
October 21, 2026
Polysilicon Futures Spot Contract Price (CNY$33,725/ton = $5.23/kg) – down -1.82% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 10/21/2026 Note: EnergyTrend discontinued slurry saw price…
October 13, 2026
In March, the Chief Sales Officer of one of America’s largest solar distributors told us things would pick up. In June, he said the coming months should help. In what follows, we detail what he’s…
October 7, 2026
China’s polysilicon cuts are talk until they show up in the meeting minutes. First Solar is at 10.9x trailing earnings and the sell-side cannot agree on why. Key Takeaways Nothing new in price, which is…
September 30, 2026
Polysilicon Futures Spot Contract Price (CNY$36,685/ton = $5.23/kg) – down -1.36% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/30/2026 Note: EnergyTrend discontinued slurry saw price…
September 30, 2026
KEY TAKEAWAYS The California Solar Initiative (“CSI”) posted June, July and August in one update this week, so we get to grade our own homework three times over. In July we said June would decide…
September 23, 2026
Polysilicon Futures Spot Contract Price (CNY$37,090/ton = $5.30/kg) – up 0.69% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/23/2026 Note: EnergyTrend discontinued slurry saw price…
September 16, 2026
Polysilicon Futures Spot Contract Price (CNY$36,835/ton = $5.27/kg) – down 2.07% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/16/2026 Note: EnergyTrend discontinued slurry saw price…
September 15, 2026
A Democratic sweep in November gets residential solar a bill, not a law. Meanwhile the IRS has found the industry’s soft spot. What our latest Washington check means for RUN, ENPH and SEDG. Bottom Line…
September 9, 2026
Polysilicon Futures Spot Contract Price (CNY$37,615/ton = $5.38/kg) – up 1.90% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/9/2026 Note: EnergyTrend discontinued slurry saw price…
September 2, 2026
Polysilicon Futures Spot Contract Price (CNY$36,900/ton = $5.26/kg) – down 2.0% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 9/2/2026 Note: EnergyTrend discontinued slurry saw price…
September 1, 2026
Twelve deals are through their loss triggers; mark the 90+ pipeline at zero recovery and it is twenty-four. None of them are Sunrun’s, which is the point — this file sets the price of residential…
August 26, 2026
Polysilicon Futures Spot Contract Price (CNY$37,645/ton = $5.37/kg) – down 0.4% w/w Note: Adjusted for CNY exchange rate and 13% VAT.Source: Guangzhou Futures exchange. Solar Pricing Metrics – 8/26/2026 Note: EnergyTrend discontinued slurry saw price…