This is your SolarWakeup for July 28th, 2014

To begin, I am back from a fantastic vacation which was made better with the help of Glenna Wiseman, who graciously stepped in for me last week. I hope you found her commentary as great as I did. You can always find her online at identity3.com, @GlennaWiseman or @Women4Solar!

The Department of Commerce dropped a bomb last week which is posing many questions. Now, any combination of China and regional made product will suffer the (preliminary) tariffs of 26%-58% for most used modules. The question to be posed is: Is there a loophole? Can a all China product only get the 2012 tariffs without the 2014 edition? And most importantly, how can anyone in the US market still support SolarWorld at this point? I would expect some significant market backlash for the company.

News

Opinions

Have a great day!

Yann

Top 10 most read solar articles by your peers this week!

Read the Full Department of Commerce Preliminary Dumping Tariff Announcement

These are the top 10 most read solar articles by your peers this week!

#1 Chaolysti: A New Threat Looms Against Distributed Rooftop Solar

#2 CleanTechnica: Are Utilities About To Kill Solar Energy’s Future In NC?

#3 GTM: The Solar Industry’s Tax Credit Conundrum

#4 HuffPost: ‘Pay-as-you-go’ solar financing hits new milestone

#5 GTM: Google’s $1M Challenge: A Laptop-Sized Solar Inverter

#6 PVTech: Warning of ‘dangerous’ public backlash against solar in Japan

#7 NPR: Leased Solar Panels Can Cast A Shadow Over A Home’s Value

#8 RE World: Keeping Up with Energy Storage

#9 Breitbart: Glare From Solar Plan Endangering Flights Over CA

#10 Motley Fool: Downstream Solar Companies, Funds Drive Strong Investment

 

The Top 10 is ranked by the number of SolarWakeup.com readers that clicked on the news article during the previous week.  It is the poll of the most relevant solar news of the week as judged by your colleagues and competitors.

Have a great weekend!

Yann

This is your SolarWakeup for July 25th, 2014

The US Department of Commerce finds cause to levy new duties on solar products manufactured in China and Taiwan ranging from 26% to 58%. Dumping margins occur when the Department of Commerce find products solar below fair value.

The implementation also reaches further than previous and than anticipated. Products are defined as follows:

“The merchandise covered by these investigations are crystalline silicon photovoltaic cells, and modules, laminates and/or panels consisting of crystalline silicon photovoltaic cells, whether or not partially or fully assembled into other products, including building integrated materials. For purposes of this investigation, subject merchandise also includes modules, laminates and/or panels assembled in the subject country consisting of crystalline silicon photovoltaic cells that are completed or partially manufactured within a customs territory other than that subject country, using ingots that are manufactured in the subject country, wafers that are manufactured in the subject country, or cells where the manufacturing process begins in the subject country and is completed in a non-subject country.”

Tariff highlights as follows

China

Trina Solar – 26.33%
Renesola – 58.87%
ET Solar/LDK/Yingli Solar and 39 others – 42.33% (Full list in the announcement)

Taiwan

Gintech – 27.59%
Motech – 44.18%
All Others – 35.89%

Full Department of Commerce Dumping List

Big is a predominant adjective in the headlines today.  Large solar deals and policies to support the realization of those numbers are proclamations from several global regions.  Big investor owned utilities stateside being scored on their renewable deployment.  A large consortium of Fortune 500 companies has rallied together to support a renewable energy buyer’s guide.   Several state headlines point to large efforts to curtail solar momentum.  Big growth numbers for U.S. solar is coupled with big money flowing into PACE, which will fuel even bigger solar milestones.  With solar accounting for only 1% of U.S. energy generation, big is better.  It’s even crucial if you want to shift a big trend like global warming.  A savvy CEO once said to me, the effort to reverse a trend is herculean compared to the energy to propel one. This is what the news is all about today – a worldwide herculean effort to transform energy generation, build financial channels feeding the transformation and pass policies reversing the status quo.  Still it all comes down to individuals with big visions and the teams who facilitate big wins.

A side note: Recent coverage for residential PACE acceleration is not surprising, at least not to this ad hoc news curator.  The recent $50 million in equity side funding for residential PACE leader, Renovate America and another $20 million for competitor, Renewable Funding has raised the attention of the market on these emerging capital channels.  “2013 is shaping up to be the year promise turns into reality for property-accessed clean energy (PACE) financing in the United States,” so predicted yours truly in a piece for Solar Power World Magazine.  Not tooting my own horn, just marveling at the time involved for a coming trend to morph into one fully recognized.  Like the real price of solar and the consumer’s view of it.  Here’s to closing that reality gap.

Glenna Wiseman in for Yann Brandt

News

Opinion

Education

Have a great day!

Oh, For God’s Sake, SolarWorld, Shut The Hell Up

Oh, For God’s Sake, SolarWorld, Shut The Hell Up

By Chip Martin, Special To Solar Wakeup

please be quietWhen I was growing up, my father taught me two lessons about competition.

First, he taught me that when I lost, I should be gracious, congratulating my opponent and giving them credit when due. Second — and even more importantly — he taught me to be a gracious winner, which meant not belittling, condescending or whining about my opposition.

Which is why SolarWorld needs to shut the hell up.

It is 2 for 2 in its quest to destroy the Chinese solar panel manufacturers and raise prices so it might survive the ongoing shakeout. So why in the name of all that’s holy were they taking potshots at SEIA after the win?

Let’s be clear: I’ve been against these trade cases from the beginning. In 2012, they divided the industry. SEIA stayed quiet, hoping silence would calm the firestorm and SolarWorld would take its victory graciously.

But when SolarWorld filed a second complaint this year, SEIA decided they were done. And Rhone Resch, representing everyone in the industry, publicly criticized SolarWorld’s actions while working feverishly behind the scenes to work out a deal between the two sides.

When Commerce’s decision was announced on July 28, Resch said this:

Enough is enough. The Department of Commerce continues to rely on an overly broad scope definition for subject imports from China, adversely impacting both American consumers and the vast majority of the U.S. solar industry. We strongly urge the U.S. and Chinese governments to ‘freeze the playing field’ and focus all efforts on finding a negotiated solution. This continued, unnecessary litigation has already done serious damage, with even more likely to result as the investigations proceed.

What happened next was just disgraceful. SolarWorld, who, I’ll remind you, had just won its second trade case, just celebrate and move on quietly. Its President Mukesh Dulani wrote a ridiculous open letter bashing SEIA and Resch. I threw up in my mouth a little when I read it.

I’m going to quote it extensively (courtesy of one of my favorite cleantech writers Stephen Lacey, who you should be reading religiously), emphasis mine:

First, I wish to express my concern about SEIA’s decision to “condemn” the U.S. Department of Commerce’s recent preliminary determination on anti-dumping duties on solar imports from China and Taiwan. SEIA used this term twice in its media statement. To condemn the Commerce Department determination — the ninth consecutive U.S. government finding of unfair trade practices by the Chinese solar industry — is both inappropriate and wrong.

As SEIA is well aware, all countries and all industries are subject to international trade rules. Such rules ensure that nations and their producers do not create improper barriers to trade and use the false advantages of export dumping or illegal, export-oriented subsidies to prey on the producers of their trade partners. That you sanction the actions of some of your Chinese members to break U.S. laws and World Trade Organization rules raises serious questions about the interests and intentions of SEIA, a trade association that pledged in 2011 to remain neutral in this dispute.

If SEIA wishes to reformulate and resubmit its proposal, I would gladly review it and respond. If we can discuss any new version before you leave for China starting Aug. 8, 2014, for your consultations with Chinese industry and government officials, I believe it would be useful.

It is my goal that both sides will pursue an amicable solution, and I request your support toward this end. In particular, I ask that you cease your improper, divisive rhetoric and advocacy of obsolete proposals, both of which can only thwart progress toward a viable and lasting agreement.

Are you kidding me? Are you flippin’ kidding me? Let’s unpack this idiotic nonsense.

How dare Dulani tell SEIA what it should and should not say on this subject? “Inappropriate and wrong?” “Improper?” “Divisive?” This from a guy whose company is only staying afloat is these trade cases. From a guy whose company’s action has divided the industry. Whose company might single-handedly slow the U.S. solar market.

Holy Moses, that’s some nerve.

And Mukesh, buddy, just because the Commerce Department had been wrong eight times before does not mean it’s OK that they were wrong on the ninth. Moving on.

He’s right when he says that SEIA pledged to be neutral in 2011, in part because Resch and his team could not have imagined, in their worst nightmares, that this zombie complaint would be back two years later. But I’d remind Dulani that SEIA represents everyone in the industry. So their condemnation of your divisiveness was not only justified — it was long overdue.

And Dulani’s indefensible implication that Resch is in the pockets of Chinese manufacturers is just sickening. Hey, I’ve criticized Resch for other things, but I strongly believe he fights hard for the best interests of the U.S. solar market. That commitment  is obvious in the way he has handled the second trade case, even if Dulani doesn’t like it.

What defines you as a person is not just how you react when you lose, but how you react when you win. SolarWorld has proven itself to be a sore winner. It needs to stop flapping its gums and stop dividing the industry with its pointless complaints.

 
Department of Commerce: http://www.commerce.gov/
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