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The latest lithium cell price report from EnergyTrend, a division of TrendForce, finds prices of cylindrical cells in the second quarter rose by 1~4% compared with the first quarter. During the same period, the overall production capacity of polymer cells also expanded, causing a 1~2% quarterly decline in polymer cell prices. In sum, the worldwide lithium battery market reached a healthy supply-demand balance in the second quarter.
The U.S. Department of Commerce has released the final ruling on its second review of the antidumping and countervailing duties (AD/CVD) rates on Chinese PV module imports for 2012. According to the decision, imports from major Chinese manufacturers will be affected by total rates ranging from 23.95% to 33.13%. In the preliminary ruling of the second review, some manufacturers were imposed with a CVD rate of 19.62%. The final ruling, however, has further reduced it to 19.2%. On the whole, the latest ruling does not have a huge impact on major manufacturers’ strategies for the U.S. market.
The global PV market has encountered a freeze in demand as it enters the third quarter, and declining orders led to rising inventories for wafers, cells and modules. “Prices in different sectors of the supply chain have kept falling through July due to the lack of demand,” said Corrine Lin, assistant research manager of EnergyTrend, a division of TrendForce. “The cell prices in particular have reached their historical lows during this off season.” EnergyTrend expects the situation in the August market to turn for the worst, and demand will probably not pick up even by the end of the third quarter.
China’s PV market remains uncertain as the installation rush in the country comes to the end and the government has not released any detailed plans on domestic PV targets and related subsidies. Therefore, PV manufacturers in China and Taiwan will see sharp drops in incoming orders in late June. Going into the third quarter, there will be no policy pressure to generate installation rushes in major markets such as China, the U.S. and Europe, noted Corrin Lin, assistant research manager of EnergyTrend, a division of TrendForce. Power plant companies also expect further decline in module prices, so their demand during this period will be fairly cool. With the off season approaching in the third quarter, manufacturers that have expanded their capacities earlier this year will be under a lot of pressure to cut prices.
Members of the PV industry will be gathering in Shanghai next week for China’s largest solar energy trade show, SNEC 2016. The tradeshow will provide a venue for manufacturers across the PV supply chain to negotiate their orders in June. Therefore, the global PV market will not witness noticeable price fluctuations this month.
