Trade Saga. We’ve been here before, another anti-dumping trade case has been filed. This time highlighting subsidies and unfair pricing from product with the origin of Cambodia, Malaysia, Thailand and Vietnam. There was some thoughts that India could be included but it was not. We now embark on a 6 month process with a check-in in July for a preliminary determination. The filing has the name of some US based manufacturers that filed the case, namely First Solar and Q-Cells. Given the IRA benefits for domestic manufacturing, I wonder what the impact of local subsidies could imply to the case though I don’t expect much. I’ll refrain from my thoughts on this overall saga that has plagued this industry for a decade plus but wouldn’t it be great to be able to buy solar panels at the sub 10cents per watt that other markets get to?
- Reuters: US solar panel makers seek import tariffs to protect new domestic factories
- New York Times: Blinken Goes to China With Potential Trouble on Horizon
- Renewable Energy World: Solar industry reacts to new tariff petitions targeting Southeast Asian countries
- Utility Dive: ERCOT launches new planning efforts as 2030 load growth projections soar 40 GW in a year
- Bloomberg: French Grid Issues Are Causing Power Prices to Soar in Europe
- Axios: Extreme weather is making power outages trend higher
- Solar Power World: SunPower to cut nearly 25% of workforce, including direct residential sales
- Energy Storage News: LG Energy Solution fires warning shot to patent infringers as battery industry prepares for wave of lawsuits
- PV-Magazine: Enphase delivers revenue miss amid softened residential solar demand
- Heatmap: Biden’s Climate Cash Is Finally Pouring In
Opinion
Best, Yann