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LATEST NEWS
PUBLISHED
October 10, 2026
September silicon metal production fell 11% MoM; Q4 production is expected to weaken significantly YoY [SMM Analysis]
China’s silicon metal output fell 11% month over month in September to 317,000 metric tons and was down 24.7% year over year. SMM expects production to rise modestly in October but sees a significant year-over-year decline for fourth-quarter output as dry-season costs trigger further cuts.
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PUBLISHED
October 9, 2026
[SMM Silicon-Based PV Morning Meeting Summary] Post-Holiday PV Prices Remain Mostly Stable Across Multiple Segments, with Limited Inventory Changes for Solar Cells
Chinese silicon metal prices were broadly unchanged after the holiday, while social inventories declined by about 3,000 metric tons week over week. Market participants remained cautious, with attention focused on production-rate changes and signs of downstream demand recovery.
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