SolarWakeup Conference Call. I want to thank Colin Rusch from Oppenheimer and MJ Shiao from GTM Research for joining me on the SolarWakeup conference call to review Trump’s 201 actions, impact on price and what the market looks like under these new rules. If you enjoyed the conference call and would like to see SolarWakeup do more of them, I’d love to hear from you.
Making A Settlement. This is the next step that many are foreshadowing. It was listed in the proclamation and mentioned in the President’s comments. Now Hemlock is leveraging the tariff to push the parties to finally get behind the settlement. I don’t know why the settlement didn’t happen before and I can’t understand why it wouldn’t happen here. None of the petitioners win with this tariff and it doesn’t actually help create more module manufacturing here. The question is how does the settlement happen now, who gets into the room and when can it happen?
Who Gets Exempt. The annex to the tariff proclamation is out and there isn’t much in there that we didn’t expect. Mexico and Canada remain on the included list and there is no exemption for 72 cell or high efficiency premium modules which were asked for during the process. Consumer solar products are exempt so you can continue to buy solar powered backpacks and driveway lights. We do expect to see additional information about the cell import quota and companies filing for individual exemptions soon.
Calling The End To Gas. Danny Kennedy of CalCEF is out with a thorough view of the natural gas marketplace and the current pain it is in. As we look at the future of energy storage pricing, the process for replacing gas will happen fast. The paradigm shift will occur when markets move from minute pricing to second pricing.
SolarWakeup Live. New York will be the largest SolarWakeup Live! to date. The speakers are geared to give you great insight and information about where to focus. This event and future ones will now be more than just great content but also a great place to meet solar professionals. There are still just a few seats left if you would like to register. After SolarWakeup Live! there will also be a happy hour that we are co-hosting with EnergeiaWorks. Register here
Presented By Panasonic. When you install Panasonic HIT® high-efficiency solar panels, you’ll provide homeowners with what we believe are the most efficient solar modules available today. Let’s take your business to profitable new levels together.
- mLive: Hemlock Semiconductor encouraged by Trump announcement on solar tariff
- Greentech Media: Trade Agency to Accept ‘Requests for Exclusion’ From New Solar Tariffs
- Danny Kennedy: The end of natural gas is near…
- Grist: Seeing Red on Climate
- EDF: Innovative Illinois initiative seeks to make solar power available for all
- Utility Dive: Will the Eversource rate design that DER advocates couldn’t stop slow the Massachusetts solar boom?
- Washington Post: ‘America first is not America alone’ – Trump aims to reset global opinion about him in Davos
- Denver Post: Colorado governor releases state’s electric vehicle plans, saying “we know that we can have a cleaner option”
Opinion
Have a great day!
Yann