Also on the rise: SEIA urges an end to Section 201 tariffs on solar imports, CATL signs a battery deal with startup EV maker Fisker, and Solar Landscape wins 46 community solar projects in New Jersey.
Given the WRO and the potential anti-circumvention tariff challenges, U.S. module supply risk is material, the analyst firm said in a note to clients.
Also on the rise: Ohio officials approve more utility-scale solar, SCE will add 2,150 MWh of energy storage, and large format modules are headed for standardization in a move driven by a Chinese trade group.
Also on the rise: Polysilicon prices are likely to stay high as a ‘crazy year’ extends into ’22, Hawaiian Electric is seeking energy and capacity, and the latest landfill-hosted solar array enters service.
Polysilicon prices could top $41/kg through 2021 and stabilize in the second quarter as springtime temperatures ease power demand constraints across China.
More than $200 million in equipment will be sold as Tesla plans to ramp up and expand operations at a Buffalo manufacturing facility.
Also on the rise: SEG Solar expands its module production in Cambodia, Kentucky’s solar pipeline looks impressive, and Summit Ridge starts work on a community solar portfolio.
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