🇨🇳#renewable #solar #china #polysilicon #ban
China is considering the introduction of export restrictions on key components of solar panels (solar wafers, black silicon) and silicon casting equipment — WSJ
Daiwa: the proposed restrictions could hinder Chinese firms’ expansion plans in Southeast Asia and US #DQ
China is considering the introduction of export restrictions on key components of solar panels (solar wafers, black silicon) and silicon casting equipment — WSJ
Daiwa: the proposed restrictions could hinder Chinese firms’ expansion plans in Southeast Asia and US #DQ
🇨🇳#DQ #earnings
Daqo New Energy:
- Q4 Non-GAAP EPS of $5.17
- Revenue of $864.3M (+118.5% Y/Y)
Polysilicon in Q4 2022: average total production cost was $7.69/kg; average selling price was $37.41/kg
💥Daqo CFO: we are the lowest cost producer in the world effectively ##costprice
CapEx for 2023: roughly $1.2B #capex
Daqo New Energy:
- Q4 Non-GAAP EPS of $5.17
- Revenue of $864.3M (+118.5% Y/Y)
Polysilicon in Q4 2022: average total production cost was $7.69/kg; average selling price was $37.41/kg
💥Daqo CFO: we are the lowest cost producer in the world effectively ##costprice
CapEx for 2023: roughly $1.2B #capex
🇺🇸🇨🇳#solar #renewable #us #china
US imports of solar panels are finally picking up after months of gridlock stemming
#TrinaSolar #LongiGreenEnergy #JKS #DQ
US imports of solar panels are finally picking up after months of gridlock stemming
#TrinaSolar #LongiGreenEnergy #JKS #DQ
🇨🇳#DQ #capex #watchlist
the new facility of Daqo New Energy has reached full production capacity = company's overall capacity now at 205,000 tons
the new facility of Daqo New Energy has reached full production capacity = company's overall capacity now at 205,000 tons
🌎#renewable #solar #polysilicon
Bernreuter Research: the global polysilicon (the main component of solar panels) price average has collapsed under the weight of oversupply — research
#DQ
Bernreuter Research: the global polysilicon (the main component of solar panels) price average has collapsed under the weight of oversupply — research
#DQ
💎 Performance of the Scorpi18 portfolio:
🇺🇸Gamestop #GME
+565% Days: 1063
🇺🇸Macerich #MAC
+256% Days: 315
🇪🇺Bank of Cyprus #BOCH
+91% Days: 1101
🇨🇳360 DigiTech #QFIN
+66% Days: 1163
🇭🇰OrientalWatch #00399
+63% Days: 219
🇺🇸Silvergate (Pref) #SICPL
+18% Days: 171
🇺🇸CBL #CBL
+9% Days: 164
🇨🇳Daqo New Energy #DQ
-5% Days: 352
🇺🇸Silvergate #SI
-28% Days: 377
👇 View the current portfolio 👇
https://t.me/tribute/app?startapp=s5AY
🇺🇸Gamestop #GME
+565% Days: 1063
🇺🇸Macerich #MAC
+256% Days: 315
🇪🇺Bank of Cyprus #BOCH
+91% Days: 1101
🇨🇳360 DigiTech #QFIN
+66% Days: 1163
🇭🇰OrientalWatch #00399
+63% Days: 219
🇺🇸Silvergate (Pref) #SICPL
+18% Days: 171
🇺🇸CBL #CBL
+9% Days: 164
🇨🇳Daqo New Energy #DQ
-5% Days: 352
🇺🇸Silvergate #SI
-28% Days: 377
👇 View the current portfolio 👇
https://t.me/tribute/app?startapp=s5AY
🌏#renewable #solar #forecast
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.
BofA: global solar panel market will almost triple by 2030 #marketsize
———————————
Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.
⚠️#DQ
It seems that the oversupply of solar panel manufacturing capacity in China will persist for a long time.
BofA: global solar panel market will almost triple by 2030 #marketsize
———————————
Bernreuter: there is a significant surplus in the #polysilicon (the main component of solar panels) market in China.
⚠️#DQ
🌎#renewable #solar #forecast #history
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
International Solar Energy Society: solar power is on track to generate more electricity than all the world’s nuclear power plants in 2026, than its wind turbines in 2027, than its dams in 2028, its gas-fired power plants in 2030 and its coal-fired ones in 2032.
💥#DQ
🌎#renewable #solar #polysilicon
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
Bernreuter Research: price of polysilicon, the main raw material used in the production of solar panels, continues to fall due to overproduction in the market — research
⚠️#DQ
🌍#renewable #solar #forecast
Rystad: by 2030, solar energy will be one of the most important sources of electricity in the Middle East, second only to gas.
#DQ
Rystad: by 2030, solar energy will be one of the most important sources of electricity in the Middle East, second only to gas.
#DQ