China owns 45% of the world supply of polysilicon used in the solar industry.
With prices for end products falling rapidly, a raise on demand, consolidation , or a technological breakthrough would bring some stability to the sector.
But that was the world of yesterday. The Chicago free market dogma woud have dictate a foreseen equilibrium, but it is today.
China largest producer will withhold production until prices raise 60%. The market forces are just indicators.
