Chinese authorities have verbally intervened on the issue of ultra-low prices in the solar manufacturing industry, and this intervention will likely mark the low point of prices in the main polysilicon-wafer-cell-module supply chain. Prices certainly won’t rise significantly either, but the consolidation process including mothballing excess capacity is set to begin, which will allow prices to rise back above the marginal cost of production. This is unlikely to be intended as a concession to the EU or US and their complaints of overcapacity – more likely it’s intended to ease and expedite the next trend in China’s solar sector – that trend is massive consolidation among solar manufacturers, wiping out perhaps half of all companies, mostly in favor of the…