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25 Oct 2021
Arctic: REC Silicon - The case for a reopening remains strong
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Arctic: REC Silicon - The case for a reopening remains strong
REC Silicon ASA (RECSI:OSL) | 0 0 0.0%
- Published:
25 Oct 2021 -
Author:
Daniel Stenslet | Adrian Bergem -
Pages:
11
Due to lower utilization/higher costs REC’s Q3 came in a bit soft, but our estimate changes are quite neutral as costs are expected to normalize, while REC gradually should benefit from higher prices. Although the reopening case for Moses Lake remains strong, we would not be surprised if a decision could be pushed to mid-2022. That said, if the multi trillion USD welfare package should receive support and include solar manufacturing subsidies, it could happen sooner.