ab 3 July 2025 Global Research First Read China Solar Industry Heightened efforts against involution competition Solar glass production cut According to China Economic Weekly, solar glass manufactures are starting to cut production, considering the persistently weakening demand since June. Based on our channel check, the production cut may not reach as high as 30% as some media reports estimate. We think 10-20% production cut could be reasonable. That could lead to a monthly effective production of around 4 ...

China Solar: Glass/Poly Share price rally overly reacted on supply-side policy anticipation, reiterate Sell on Flat/Xinyi/Tongwei Share prices for our Solar Glass/Poly coverage have rallied by 17%/17% on average during June 30-July 2 (vs. largely flat performance of CSI300 and HSI at +0.6%/-0.3%), on the back of rising supply-side policy expectations following the readout from Central Financial and Economic Affairs Commission on July 2 and two high profile opinion pieces (by People's Daily on Jun 29 and Qiu ...

30 Jun 2025 10:19:53 ET │ 12 pages Xinyi Solar (0968.HK) Solar Glass Industry Supply Cut amid Weak Demand; 1H25E Result Preview Flash | China Solar Sector Air MaAC CITI'S TAKE The market talked about a 30% production cut by PRC solar glass makers in July to avoid the intense competition today (see: SMM), triggered by weakening demand, high inventory level and low solar glass prices. We view the coming supply cut to be a voluntary move by solar glass companies under operating pressure with weak demand outloo ...

While the Company continues to pursue strategic partners for development of its US Project, no definitive or binding agreements are in place at this time. CALGARY, Alberta, June 30, 2025 (GLOBE NEWSWIRE) -- Canadian Premium Sand Inc. ("CPS" or the "Company") (TSXV: CPS) is pleased to provide an operational update on development of its solar glass manufacturing plans. US Project The Company continues to advance development of its proposed southern US pattern solar glass manufacturing facility (the "US Projec ...

June 17, 2025 09:18 AM GMT Greater China Materials | Asia Pacific Solar glass price drops to below cash line; capacity clearance still takes time Key Takeaways Solar glass price drops below cash cost level. Solar glass price rebounded in March and April to a high of Rmb14-14.5/sqm for 2.0mm product on better than expected demand from module producers due to rush installations before end-May. The higher supply and slipping demand put pressure on solar glass price. The reported price in June for 2.0mm is Rmb1 ...

China (PRC) | Alternative Energy Equity Research Solar: Upstream Prices Stabilized; Domestic PV Inst Surged to 45GW in Apr '25 SIA reported N-/P-type poly prices stayed at RMB38.6/31.3/kg. G10L/ G12R/G12 N-type wafer prices were flat WoW at RMB0.95/1.10/1.3 per pc. Per SolarZoom, M10/G12R TOPCon cell prices were down/ flat at RMB0.26/0.27 per W. M10 TOPCon modules prices were flat WoW at RMB0.68 per W. Per SCI, 3.2/2.0mm SG prices dropped to RMB21-21.5/13-13.5 per m2; SG inventory days continued to go up to ...

26 May 2025 | 7:05AM CST China Solar: Tracking profitability inflection May profitability to drop below pre-rush installation levels, price stabilization efforts as key to watch Our China Solar Profitability Tracker follows monthly supply/demand and inventory dynamics by sub-sector, and the spot prices/input costs implied cash GP & EBITDA margin trends for companies under our coverage. Key highlights in May MTD: Goldman Sachs does and seeks to do business with companies covered in its research reports. As a ...

Homerun Resources Inc. Application Submission to BNDES and FINEP Strategic Minerals Transformation Funding CallMay 09, 2025 8:00 AM EDT | Source: Homerun Resources Inc.Vancouver, British Columbia--(Newsfile Corp. - May 9, 2025) - Homerun Resources Inc. (TSXV: HMR) (OTCQB: HMRFF) ("Homerun" or the "Company") is pleased to announce the submission of its comprehensive proposal to the recent public call for strategic mineral transformation funding, jointly launched by the National Bank for Economi ...

Uranium: Fundamentals remain solid despite spot price correction. Term pricing has remained stable at ~US$80/lb, representing a constructive medium-to-long- term supply-demand outlook. The spot price declined further, to ~US$60+/lb, as uncertainty over a Russian enriched uranium ban and US tariffs (uranium turns out to be excluded from the US tariffs announced on April 2) kept utilities on the sidelines, and contracting activities are weak YTD, given utilities have sufficient inventory and are well covered ...

CALGARY, Alberta, April 22, 2025 (GLOBE NEWSWIRE) -- Canadian Premium Sand Inc. (“CPS” or the “Company”) (TSXV: CPS) announces the grant of share options (“Options”) to acquire common shares (“Common Shares”) under its omnibus equity incentive compensation plan (the “Plan”). The Company granted 75,000 Options to the Company’s Chief Financial Officer. The Options are exercisable at $0.23 per Common Share and expire April 21, 2030. As of the date hereof, there are 92,627,156 Common Shares issued and outstandi ...