GCPEF - OCI Company Q4 Earnings Suggest Polysilicon Top
OCI Company (OTC:OCIXF) earnings report had some interesting notes that could be of use to solar investors.
Similar to Daqo New Energy (NYSE:DQ) and GCL Poly (OTCPK:GCPEF) (OTC:GCPEY), the Company has performed above expectations due to boom in poly prices.
Note from the image below that, after a dramatically better than expected 2017, driven mainly by unexpected China demand, 2018 is estimated to be relatively flat year.
Estimating solar demand is extremely difficult due to an unwieldy combination of tariff driven demand and rapidly growing solar demand.