[explo 648]

http://www.sunsirs.com/uk/prodetail-463.html

[Guest larryvand]

Any ideas why that wasn't reflected on Pvinsights and EnergyTrend yet? I know it was not a full week but the spike started on the 16th so it was at least 5 days (16th-20th). Next Wed the 27% we will definitely have a full week of these prices.

[explo 648]

Timing could be the main reason, but I think it is also because they poll different markets (many look at markets in Taiwan for some reason). Normally poly price would be quite global, but now it will be pulled up inside China and pushed down outside China based on how the tariff change the landscape of supply cost and volume. There will be a lot of low cost poly available outside China, not so much inside China. The global poly demand (ingot furnaces) are mainly inside China.This tariff has impact on the whole industry. This causes a fatal disconnect between where cheap poly is needed and where it is available. The US cell tariff was nothing in comparison. Honestly I don't like this huge chock the global PV market, but SOL owning poly capacity in China is a major risk reduction for that specific . Not owning cell capacity in China was nice, but this is more critical.

[Guest Klothilde]

Hmm... I'm not sure yet how much can be told from this curve. If you look at the interval 11/23 to 12/23 the curve shows a drop of almost 14% in price, whereas the pvinsights spot price for T1 poly only dropped around 3% during that time. Unfortunately I don't have the T2 pvinsights poly prices to see how well this curve correlates to pvinsight T2. Can somebody look it up?

[Guest Boss]

It could be that this price is incl. VAT tax. With out the 17% VAT the price is around $18.

[odyd 1,340]

Digitimes http://www.digitimes.com/news/a20130220PD207.html

[explo 648]

It could be that this price is incl. VAT tax. With out the 17% VAT the price is around $18.

Still the 10% spike seen on the China trades was not seen on latest pvinsights. Regarding VAT I made the same assumption, but I think Eystein concluded that VAT might in fact not be included.

[explo 648]

Hmm... I'm not sure yet how much can be told from this curve. If you look at the interval 11/23 to 12/23 the curve shows a drop of almost 14% in price, whereas the pvinsights spot price for T1 poly only dropped around 3% during that time. Unfortunately I don't have the T2 pvinsights poly prices to see how well this curve correlates to pvinsight T2. Can somebody look it up?

I saw that discrepancy too. Have not done the pvinsights T2 price consistency check yet.

[Guest Klothilde]

Another day of spiking...

[Guest thecomeup]

This could lead to big jump on weekly spot pricing next week....could get interesting