Producer

REC Silicon

RECSI.OLHQ NO · Sandvika, Norwaywebsite ↗

Norwegian polysilicon producer with US manufacturing history. Operates Butte, MT facility (FBR — Fluidized Bed Reactor polysilicon; 1,500 MT/yr granular polysilicon capacity). Previously operated Moses Lake, WA plant (18,000 MT/yr) which was idled in 2019 due to Chinese trade war tariffs blocking exports to China. Moses Lake restart discussions ongoing; DOE loan guarantees under consideration. REC Silicon is the primary non-Chinese Western polysilicon producer with US domestic capacity.

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Inputs supplied

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Goods downstream

4

Facilities

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Stories

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Goods downstream

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  • FBR Polysilicon (Butte, MT)

    70%
  • Moses Lake Restart (Potential)

    30%

Intelligence

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  • Origin2023

    REC Silicon was established as part of Renewable Energy Corporation (Norwegian listed) to supply polysilicon for the solar industry, using a Fluidized Bed Reactor (FBR) process that was more energy-efficient than the traditional Siemens process. REC built a major US facility in Moses Lake, Washington -- chosen for cheap Columbia River hydroelectric power -- with 18,000 MT/yr capacity, making it the largest polysilicon facility outside China. In 2018, China imposed retaliatory tariffs on US polysilicon (in response to US solar panel tariffs), effectively cutting off REC Silicon from its primary export market at a time when Chinese polysilicon demand was the only market large enough to absorb REC's output. REC Silicon idled the Moses Lake facility in 2019, laying off ~400 workers. The plant represents the most dramatic example of how a US industrial facility was directly destroyed by US-China trade policy -- the same tariff war that the US government said was protecting American industry idled the largest non-Chinese polysilicon factory in the world.

    REC Silicon ASA
  • Incident2024

    REC Silicon's Moses Lake, WA polysilicon plant (18,000 MT/yr capacity) has been idle since 2019 when Chinese antidumping tariffs shut off its primary export market. The plant was built to serve Chinese solar manufacturers. It is now a strategic asset sitting idle in the US: restarting it would add ~1.5% of global supply in a non-China, non-Xinjiang facility powered by Pacific Northwest hydroelectric. The key barrier is not technology — it is finding offtake customers willing to pay the cost premium vs. Chinese supply.

    REC Silicon ASA