Monthly Silicon Metal Market Report Nov 2023
2023-12-12 13:11:06 【Print】
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Contents
1.Market Highlights 2
2.Economy and Policy 2
2.1 China's Longling reports 9.8% increase in Jan-Aug industrial silicon production 2
2.2 China's ten nonferrous metals production up by 7.0% YoY in first ten months 2
2.3 China launches third round of central environmental inspections 3
3.Market Movements 3
3.1 Chinese market 3
3.2 Export market 4
3.3 International market 5
4 Company News 5
4.1 Tongwei Green Materials (Guangyuan) to build 200ktpa silicon metal project 6
4.2 Ji'an Taiwei puts second silicon metal production line into operation 6
4.3 Yongchang Silicon to build 96ktpa industrial silicon metal project 6
4.4 REC Silicon restarts Moses Lake granular plant 6
5.Producers Statistics 6
5.1 Chinese silicon metal producers' operating rate down by 2.96% MoM in Nov 6
5.2 Chinese silicon metal producers' output down by 4.72% MoM in Nov 7
5.3 Chinese silicon metal producers' inventory up by 84.98% MoM in Nov 7
6. Customs Statistics 8
6.1 China silicon export volume down by 14.99% MoM in Oct 2023 8
7 Relevant Industry News 8
7.1 Baotou Jan-Oct rare earth ore production up by 110% YoY 8
7.2 China's polysilicon export volume rose 128.47% MoM in Oct 2023 8
7.3 60Ktpa industrial silicon project to break ground in Anhui 9
8.Market Outlook for Next Month 9
8.1. Domestic market 9
8.1.1 Silicon metal 5-5-3 delivered 9
8.1 . 2. Silicon metal 4-4-1 delivered 9
8.1 . 3. Silicon metal 3-3-03 delivered 9
8.1 . 4. Silicon metal 2-2-02 delivered 9
8.1 . 5. Silicon metal 4-2-1 delivered 10
8.1 . 6. Polysilicon 9N delivered 10
8.1 . 7. Silicon Powder 99%min delivered 10
8.2. Export market 10
8.2.1 Silicon metal 5-5-3 FOB China 10
8.2 . 2. Silicon metal 4-4-1 FOB China 10
8.2 . 3. Silicon metal 3-3-03 FOB China 10
8.2 . 4. Silicon metal 2-2-02 FOB China 10
8.3 International market 10
8.3.1 Silicon metal 5-5-3 India port 10
8.3.2 Silicon metal 4-4-1 India port 10
8.3 . 3 Silicon metal 5-5-3 Europe D . D.P 10
8.3 . 4 Silicon metal 4-4-1 Europe D . D.P 10
8.3 . 5 Silicon metal 98 . 5%min D . D.P 10
1.Market Highlights 2
2.Economy and Policy 2
2.1 China's Longling reports 9.8% increase in Jan-Aug industrial silicon production 2
2.2 China's ten nonferrous metals production up by 7.0% YoY in first ten months 2
2.3 China launches third round of central environmental inspections 3
3.Market Movements 3
3.1 Chinese market 3
3.2 Export market 4
3.3 International market 5
4 Company News 5
4.1 Tongwei Green Materials (Guangyuan) to build 200ktpa silicon metal project 6
4.2 Ji'an Taiwei puts second silicon metal production line into operation 6
4.3 Yongchang Silicon to build 96ktpa industrial silicon metal project 6
4.4 REC Silicon restarts Moses Lake granular plant 6
5.Producers Statistics 6
5.1 Chinese silicon metal producers' operating rate down by 2.96% MoM in Nov 6
5.2 Chinese silicon metal producers' output down by 4.72% MoM in Nov 7
5.3 Chinese silicon metal producers' inventory up by 84.98% MoM in Nov 7
6. Customs Statistics 8
6.1 China silicon export volume down by 14.99% MoM in Oct 2023 8
7 Relevant Industry News 8
7.1 Baotou Jan-Oct rare earth ore production up by 110% YoY 8
7.2 China's polysilicon export volume rose 128.47% MoM in Oct 2023 8
7.3 60Ktpa industrial silicon project to break ground in Anhui 9
8.Market Outlook for Next Month 9
8.1. Domestic market 9
8.1.1 Silicon metal 5-5-3 delivered 9
8.1 . 2. Silicon metal 4-4-1 delivered 9
8.1 . 3. Silicon metal 3-3-03 delivered 9
8.1 . 4. Silicon metal 2-2-02 delivered 9
8.1 . 5. Silicon metal 4-2-1 delivered 10
8.1 . 6. Polysilicon 9N delivered 10
8.1 . 7. Silicon Powder 99%min delivered 10
8.2. Export market 10
8.2.1 Silicon metal 5-5-3 FOB China 10
8.2 . 2. Silicon metal 4-4-1 FOB China 10
8.2 . 3. Silicon metal 3-3-03 FOB China 10
8.2 . 4. Silicon metal 2-2-02 FOB China 10
8.3 International market 10
8.3.1 Silicon metal 5-5-3 India port 10
8.3.2 Silicon metal 4-4-1 India port 10
8.3 . 3 Silicon metal 5-5-3 Europe D . D.P 10
8.3 . 4 Silicon metal 4-4-1 Europe D . D.P 10
8.3 . 5 Silicon metal 98 . 5%min D . D.P 10