Si

Silicon

Projects

Major Silicon Projects Worldwide

The development pipeline for Silicon projects spans exploration through production across multiple jurisdictions. These projects that will shape the future supply landscape for this technology metal.

Current Production

8.8 million

tonnes (metallurgical grade)

Top Producer

China

75% share

Projects Tracked

0

Reserves

Essentially unlimited (second most abundant crustal element)

Government Support and Strategic Initiatives

Recognizing the strategic importance of Silicon, governments in major consuming nations have launched programs to support project development. These include direct financing, loan guarantees, streamlined permitting, and bilateral resource partnerships. As a USGS-listed critical mineral, Silicon projects are eligible for various U.S. government support mechanisms including the Defense Production Act Title III program. EU Critical Raw Materials Act provisions enable fast-track permitting and financing support for Silicon projects within the EU and partner nations.

Key Industry Developments

Recent developments affecting the Silicon project landscape:

2008

Polysilicon prices spiked above $400/kg during the first solar boom due to severe supply shortage; triggered massive Chinese capacity investment

2020

Chinese polysilicon production was disrupted by Xinjiang forced labor allegations and US import restrictions (UFLPA)

2022

Polysilicon prices surged to $40/kg from $10/kg as demand outpaced supply; triggered another wave of Chinese capacity expansion

2023-2024

Massive Chinese polysilicon overcapacity crashed prices below $5/kg, making many non-Chinese producers uneconomic; global solar cell prices hit record lows

2024

US and EU imposed tariffs and anti-circumvention duties on Chinese solar products, attempting to protect domestic manufacturing

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