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Modules & Upstream Manufacturing

Solar anti-dumping group said it is weighing options, may refile petitions seeking tariffs

A-SMACC urged Commerce Department officials to consider launching their own circumvention actions and trade cases on behalf of the U.S. solar industry.

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Reuse or replace? IEA PVPS analysis considers all options for underperfoming PV modules

In a new report, experts from the International Energy Agency Photovoltaic Power System Programme (IEA-PVPS) have assessed the economical and environmental benefits of repairing and reusing or replacing solar modules that are not complying with a 30-year expected lifetime.

Sunrise brief: Feds turn away solar anti-dumping petitioners

Also on the rise: Ponzi scheme gets a DC Solar owner 30 years, import restrictions that jolted the solar industry may be easing, and Competitive Power Ventures buys a solar portfolio.

Import restrictions that jolted the solar industry may be easing

A November 10 revision to an FAQ document appears subtle, but may prove meaningful.

Shipping problems for First Solar but production line expansion is under way

The U.S. manufacturer has started building its third Ohio production base and has also begun ordering equipment to kit out its first factory in India.

Border agents detained 40.31 MW of LONGi solar products, company says

The detained modules accounted for roughly 1.59% of the company’s total 2020 export sales volume to the U.S.

Sunrise brief: Cases are being made today on solar import tariffs

Also on the rise: Alliant Energy outlines its solar plans for Iowa, ENGIE NA scraps a solar+storage project, and distributed solar company Navisun has a new owner.

Investing in the long-term health of the U.S. solar industry

Extending section 201 tariffs for another four years and increasing the quota on imported cells is clearly in the long-term best interest of all downstream participants.

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Sunrise brief: U.S. module supply risk is ‘material,’ warns analyst firm

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.

Another module maker may face WRO enforcement, Roth Capital warns

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.

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