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In a brand new weekly replace for pv journal, OPIS, a Dow Jones firm, supplies a fast take a look at the primary value traits within the world PV trade.
OPIS
The Chinese language Module Marker (CMM), the OPIS benchmark evaluation for TOPCon modules was assessed at $0.121 per W, unchanged week to week whereas mono PERC modules from China had been assessed at $0.112/W, secure from the earlier week amid unchanged market fundamentals.
The previous few weeks of value hikes within the Chinese language market noticed a slight respite this week with many market individuals declaring that market exercise had quietened down and costs had been beginning to stabilize within the home market.
Abroad demand continued to stay agency as March and April are the beginning of a robust quarter for photo voltaic deployments throughout Europe, with many corporations putting in the backlog of contracts they’d amassed over the winter, a market supply mentioned.
Turkey has carried out anti-dumping measures on photo voltaic panel imports from Vietnam, Malaysia, Thailand, Croatia, and Jordan the place a assure payment of $25 per sq. meter can be levied on photovoltaic (PV) cells which are assembled in modules or organized in panels originating from these nations.
In keeping with OPIS sources, these measures wouldn’t have a huge impact on Southeast Asia modules as the vast majority of Southeast Asia modules are destined for the US market. The present US Part 201 tariff exemption of bifacial modules from Southeast Asia that’s set to run out in June was anticipated to have a better affect.
Common content material
Freight charges from Southeast Asia to the USA remained at $0.02-0.03 with some gamers locking of their freights at decrease charges, a market participant mentioned. About 30 GW of module stock that was imported final yr to the USA was distorting costs available in the market as sellers dropped costs of those previous inventory in a bid to clear stock, the market supply added. In keeping with the supply, costs of mono PERC within the warehouses are offered at $0.17/W, down from $0.19/W beforehand in December.
New home US module capability is anticipated to come back on stream within the fourth quarter of this yr or the primary quarter of 2025 and demand for US-made modules is anticipated to stay excessive which is able to help firmer costs of those merchandise, the supply added.
OPIS, a Dow Jones firm, supplies vitality costs, information, information, and evaluation on gasoline, diesel, jet gas, LPG/NGL, coal, metals, and chemical compounds, in addition to renewable fuels and environmental commodities. It acquired pricing information belongings from Singapore Photo voltaic Trade in 2022 and now publishes the OPIS APAC Solar Weekly Report.
The views and opinions expressed on this article are the creator’s personal, and don’t essentially mirror these held by pv journal.
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