{"id":48754,"date":"2026-04-14T11:35:40","date_gmt":"2026-04-14T11:35:40","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/14\/spacex-eyes-polysilicon-deal-with-oci-malaysia-unit\/"},"modified":"2026-04-14T11:35:40","modified_gmt":"2026-04-14T11:35:40","slug":"spacex-eyes-polysilicon-deal-with-oci-malaysia-unit","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2026\/04\/14\/spacex-eyes-polysilicon-deal-with-oci-malaysia-unit\/","title":{"rendered":"SpaceX eyes polysilicon deal with OCI Malaysia unit"},"content":{"rendered":"
<\/div>\n

A Malaysian unit of South Korea\u2019s OCI Holdings is in discussions with SpaceX to supply polysilicon under a potential long-term agreement, according to a South Korean Maeil \u200bBusiness Newspaper .<\/p>\n

Multi-year supply deal under discussion<\/h2>\n

OCI TerraSus, the Malaysian arm of OCI Holdings, is engaged in talks with SpaceX over a multi-year contract for polysilicon supply .<\/p>\n

The discussions indicate a potential strategic collaboration between the chemical manufacturer and the aerospace company.<\/p>\n

However, neither party has officially confirmed the development.<\/p>\n

SpaceX did not immediately respond to Reuters request for comment.<\/p>\n

Meanwhile, a spokesperson for OCI Holdings said in a text message that he could not confirm the report.<\/p>\n

Potential role of polysilicon in SpaceX operations<\/h2>\n

Polysilicon is a key raw material used in solar modules.<\/p>\n

The material could play a role in powering SpaceX\u2019s infrastructure, including data centres and satellites.<\/p>\n

Cho Hyun-Ryul, an analyst at Samsung Securities, highlighted the potential rationale behind such a deal.<\/p>\n

As reported by Reuters, Cho said, \u201cThere would likely be strong incentives to purchase non-Chinese polysilicon to qualify for the Inflation Reduction Act subsidies.\u201d<\/p>\n

He added that the polysilicon would likely be used in solar-module cells designed to support SpaceX\u2019s energy needs.<\/p>\n

These include powering satellite systems and data centres tied to its broader technological ambitions.<\/p>\n

Alignment with US subsidy policies<\/h3>\n

The potential sourcing of non-Chinese polysilicon aligns with provisions under the Inflation Reduction Act in the United States.<\/p>\n

As noted by Cho, companies may benefit from subsidies if they use materials sourced outside China.<\/p>\n

This could make OCI TerraSus a viable partner for SpaceX, especially if the aerospace firm aims to maximise eligibility for such incentives.<\/p>\n

The discussions also reflect a broader industry trend of diversifying supply chains amid geopolitical and regulatory considerations.<\/p>\n

SpaceX\u2019s broader satellite ambitions<\/h2>\n

The reported talks come as SpaceX continues to expand its long-term plans in space-based infrastructure.<\/p>\n

In January, the company outlined its intention to launch a massive satellite network.<\/p>\n

The plan involves deploying a constellation of up to 1 million satellites that would orbit Earth.<\/p>\n

These satellites are expected to harness solar energy to power artificial intelligence data centres in space.<\/p>\n

Such an initiative would significantly increase demand for solar-related materials, including polysilicon.<\/p>\n

If finalised, a supply agreement with OCI TerraSus could support these ambitions by ensuring a stable and compliant source of key components.<\/p>\n

No official confirmation yet<\/h2>\n

Despite the reported progress in discussions, both OCI Holdings and SpaceX have yet to confirm the potential deal.<\/p>\n

The lack of official statements leaves uncertainty around the timeline and finalisation of any agreement.<\/p>\n

Still, the report highlights growing intersections between renewable energy supply chains and advanced technology projects, particularly in the space and AI sectors.<\/p>\n

The post SpaceX eyes polysilicon deal with OCI Malaysia unit<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

A Malaysian unit of South Korea\u2019s OCI Holdings is in discussions with SpaceX to supply polysilicon under a potential long-term agreement, according to a South Korean Maeil \u200bBusiness Newspaper . Multi-year supply deal under discussion OCI TerraSus, the Malaysian arm of OCI Holdings, is engaged in talks with SpaceX over a multi-year contract for polysilicon <\/p>\n","protected":false},"author":1,"featured_media":48755,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-48754","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48754","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=48754"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/48754\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/48755"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=48754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=48754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=48754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}