sunedison, polysilicon cash cost $6

http://runmoneyrun.blogspot.kr/2014/10/oil-marginal-cost.html

http://www.ebn.co.kr/news/view/694669

"폴리실리콘은 총 원가의 25%가 프로세싱 비용, 22% 정도는 전기료가 차지하는데..."

선에디슨의 설비는 현금 원가가 6달러 수준일 것으로 예상한다고.



http://www.businessinsider.com/david-einhorn-pitches-sunedison-2014-10

http://www.bloomberg.com/news/2014-10-17/sunedison-rises-as-cowen-upgrades-undervalued-shares.html

http://www.businessspectator.com.au/news/2014/10/20/solar-energy/sunedison-ponders-2b-polysilicon-plant-supply-approaching-85gw

"SunEdison’s President Ahmad Chatila said the cash cost will be less than $6 a kilogram, $2 below the nearest competitor. The market price for solar-grade polysilicon is currently trading at close $20 per kilogram."

http://www.theaustralian.com.au/business/latest/sunedison-ponders-2b-polysilicon-plant-supply-approaching-85gw/story-e6frg90f-1227096741251

http://www.bloomberg.com/news/2014-10-16/sunedison-in-talks-for-2-billion-china-polysilicon-plant.html


http://www.greentechmedia.com/research/report/polysilicon-2015-2018

Polysilicon capacity expansions to pick up speed in 2015


한화케미칼, 내년 하반기까지 폴리실리콘 1만5000톤으로 확대
http://www.asiatoday.co.kr/view.php?key=20141020010011855

"20일 한화케미칼에 따르면 여수 폴리실리콘 생산능력이 내년 1분기 3000톤 늘어난다. 또 2분기 이후에는 ‘디보틀네킹(병목구간을 없애 생산효율을 높이는 것)’ 방식을 통해 2000톤이 추가 확대된다."