China’s Abrupt Covid Shift Hits Supply Chains From Solar to Coal
- Silicon wafer prices plunge as factories curtail operations
- Coking coal output halves in top mining province of Shanxi
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China’s reopening is disrupting energy markets as the abrupt shift from Covid Zero shutters industry and upends the usual flow of commodities.
A dramatic surge in infections is having a short-term impact on the supply chain for solar companies, the China Silicon Industry Association said in a statement on Wednesday. Many manufacturers of the wafers used in solar panels have curtailed operations, with some producing at just 60% to 70% of capacity, it said.