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China Renewable Energy: Good to See Tightened Energy Standards for Polysilicon, but Immaterial Impact on Current Supply-20260722
花旗· 2026-07-22 19:18
Flash | 22 Jul 2026 04:00:36 ET │ 9 pages China Renewable Energy Good to See Tightened Energy Standards for Polysilicon, but Immaterial Impact on Current Supply CITI'S TAKE On July 21, the full text of the mandatory national standard "Energy Consumption Quota per Unit Product for Polysilicon and Germanium (GB 29447-2026)" was officially released. Compared to the draft version, the final version tightens the Tier 3 energy consumption caps for polysilicon, including from 6.4kgce/kg to 6.3kgce/kg for rod silic ...