MoU For Silicon Raw Material Supply In US

REC Silicon & Ferroglobe To Establish ‘Fully Traceable’ US Solar Supply Chain
As the US government stresses on local manufacturing and fully traceable supply chain, REC Silicon has entered a partnership with Ferroglobe with an aim to secure local supply of silicon metal to produce polysilicon at its Moses Lake fab. Pictured is solar grade Siemens Chunk Polysilicon. (Photo Credit: REC Silicon ASA)
As the US government stresses on local manufacturing and fully traceable supply chain, REC Silicon has entered a partnership with Ferroglobe with an aim to secure local supply of silicon metal to produce polysilicon at its Moses Lake fab. Pictured is solar grade Siemens Chunk Polysilicon. (Photo Credit: REC Silicon ASA)
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  • Ferroglobe enters a MoU with REC Silicon to supply it with US produced metallurgical grade silicon metal
  • REC Silicon plans to use the same to produce solar-grade polysilicon at its soon to be restarted Moses Lake fab in Washington
  • This collaboration aims to create a low-carbon and fully traceable US based solar supply chain

Norwegian polysilicon producer REC Silicon has roped in British silicon metal and alloys producer Ferroglobe PLC to supply it silicon metal raw material for its Moses Lake production fab in the US as it targets to establish a low-carbon and fully traceable US based solar supply chain.

Under the memorandum of understanding (MoU) signed, Ferroglobe will supply REC with metallurgical grade silicon metal it produces within its US fabs in West Virginia, Alabama and Ohio from locally sourced raw materials.

REC will use the same to turn into polysilicon at its Moses Lake fab in Washington that the company plans to restart in Q4/2023. This polysilicon will be available to produce fully assembled solar modules, possibly all of it by its new stakeholder Hanwha Group that's operating a 1.7 GW module fab in Georgia state, where it is also expanding capacity with an additional 1.4 GW module fab (see Qcells Picks Georgia For 1.4 GW US Module Fab).

Possibility of the passing of Solar Energy Manufacturing for America Act (SEMA) proposed by Senator Jon Ossoff also acts as a 'spark' for the duo to expand US production of polysilicon and metallurgical grade silicon (see US Senator Wants Tax Credit For Local Manufacturers).

"The solar industry is vital to the future of the global energy transformation," said Ferroglobe's CEO Dr Marco Levi. "Furthermore, we are excited to collaborate with REC Silicon on this important initiative. We have had a longstanding relationship with REC, and this MOU aligns both companies' respective expertise and competencies towards a common goal which is critical to the United States."

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