Silicon

Silicon and solar will play a vital role in the energy transition. Yet, the industry is operating at a time of heightened uncertainty and substantial volatility. Our global team of dedicated experts helps navigate this. We provide the insight and data needed to target investments, manage costs and risks, and understand industry trends.

Our analyst team in the North America, China, and Europe source data through extensive primary research. Our expertise spans the full value chain; from key raw materials, to supply, demand and cost fundamentals, as well as trade and prices.

CRU’s unified view across energy markets, technologies and macroeconomics ensures consistent forecasts throughout the supply chain.  

Our robust and transparent methodologies enable true understanding of what is shifting the markets. Our modelling is built bottom-up, driving our price and cost outlooks.

We model all aspects of the silicon metal market, from capacity, costs and production by producer to demand by end-use, leveraging CRU’s aluminium and solar expertise. Our unique datasets have been built during our years in the market and enhanced by our extensive industry contacts.

Our analysis of solar photovoltaic supply chains details key raw materials, such as polysilicon, silver and aluminium, all the way to final modules, including module manufacturing cost breakdowns, technological roadmaps and databases of module performance metrics.