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Modules & Upstream Manufacturing

Sunrise brief: Hunt Perovskite and 1366 Technologies merge to drive tandem solar cell adoption

Also on the rise: JinkoSolar says demand softened as polysilicon prices rose in Q1, battery EVs are forecast to rule the roads by 2050, and New York State issues site permits for two solar projects.

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Import action ratchets up risks for U.S. solar companies

Further price increases for residential and C&I projects, along with a possible drop in module shipments and even more delays for utility-scale projects are possible in the wake of action by the Biden administration to address forced labor allegations in China.

Border action ordered for solar components made by Chinese manufacturer

The action was taken under Section 1307 of the Tariff Act and targets Hoshine Silicon Industry Co. and its subsidiaries. Goods may be immediately detained under the action.

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Labor Department updates forced labor list to target polysilicon from region in China

The Labor Department said it took the “extraordinary measure” in response to the “severity of the ongoing human rights abuses.”

Biden administration targets four Chinese companies with import bans over forced labor allegations

The action follows growing pressure on the administration to act on allegations of forced labor in the solar supply chain. One analyst warns of a “significant negative impact” across the U.S. solar industry.

Solar technology was developed in America, now it’s energy for America. Let’s make it here

Rebuilding our domestic solar supply chain won’t happen overnight, and we need long-term solutions. The Solar Energy Manufacturing for America Act is an excellent start.

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SEIA has a ‘strong sense’ that U.S. solar supply chains are shifting, but hard numbers are scarce

The industry’s leading trade group has called for supply chains to shift by the end of June, and pressure grows on the Biden administration to act on allegations of forced labor use.

Solar manufacturing tax credit is introduced in the Senate

The Solar Energy Manufacturing for America Act would establish a tax credit for domestic solar manufacturers in an effort to boost the U.S. solar supply chain, create American clean energy jobs, compete with Chinese manufacturers, and support energy independence.

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Sunrise brief: Congress urges Border Patrol action on forced labor allegations

Also on the rise: AES floats a utility-scale solar project in New York, Greenbacker adds to its solar portfolio, Sunnova prices its latest securitization, and China will end its solar subsidies.

3 takeaways from the PVEL 2021 reliability scorecard

The annual publication from PV Evolution Labs shares results from solar panel stress tests focused on specified and verified bills of materials.

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