REC’s management had ‘collected’ some money from investors to re-fuel and revamp the Moses Lake site, but it prefers to stand on the side line when it comes to solar polysilicon production. We understand this will be quite an endeavour as long as a non-Sino value chain has not been established or when its establishment starts. We see REC’s management between a rock and a hard place as investors might become somewhat agitated.
The reported figures fit into our broad picture.
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REC’s management had ‘collected’ some money from investors to re-fuel and revamp the Moses Lake site, but it prefers to stand on the side line when it comes to solar polysilicon production. We understand this will be quite an endeavour as long as a non-Sino value chain has not been established or when its establishment starts. We see REC’s management between a rock and a hard place as investors might become somewhat agitated.
The reported figures fit into our broad picture.