Getting down to relative costs and risks in detail
Where does it say that China has a 55% export tariff for export of Silane Gas to Australia?
The China-Australia Free Trade Agreement (ChAFTA) schedule shows 0% for
Silicones in primary forms (HS Code 3910.0000):
https://www.dfat.gov.au/sites/default/files/chafta-explanatory-schedule-of-chinese-tariff-commitments-non-official.pdf
page 42 of the ARENA APVI report:
"Mg-Si and import duties: Whilst the majority of mg-Si is produced in China, the
production of mg-Si is less concentrated in one region than the subsequent steps in
the solar value chain. Australia currently has a mg-Si smelter with a capacity of 52,000
t, which is approximately double the value required to supply a 25,000 t/year
Australian poly-Si factory, though offtake is in place for all current output. It is noted
that the cheapest mg-Si comes from China. However, at this stage, metallurgical
silicon imports from China are subject to a 55% import tariff, which increases the cost
of the input material significantly - the tariff alone represents 9% of the cost of poly-Si
production."
Where does it say that China has a 55% export tariff for export of Silane Gas to Australia?
The China-Australia Free Trade Agreement (ChAFTA) schedule shows 0% for
Silicones in primary forms (HS Code 3910.0000):
https://www.dfat.gov.au/sites/default/files/chafta-explanatory-schedule-of-chinese-tariff-commitments-non-official.pdf
page 42 of the ARENA APVI report:
"Mg-Si and import duties: Whilst the majority of mg-Si is produced in China, the
production of mg-Si is less concentrated in one region than the subsequent steps in
the solar value chain. Australia currently has a mg-Si smelter with a capacity of 52,000
t, which is approximately double the value required to supply a 25,000 t/year
Australian poly-Si factory, though offtake is in place for all current output. It is noted
that the cheapest mg-Si comes from China. However, at this stage, metallurgical
silicon imports from China are subject to a 55% import tariff, which increases the cost
of the input material significantly - the tariff alone represents 9% of the cost of poly-Si
production."