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  2. The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity. The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.
    news.metal.com/newscontent/101648167/Silicon-Shortage-May-Intensify-in-2022-amid-Low-Supply/
    news.metal.com/newscontent/101648167/Silicon-Shortage-May-Intensify-in-202…
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