A November 10 revision to an FAQ document appears subtle, but may prove meaningful.
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.
The detained modules accounted for roughly 1.59% of the company’s total 2020 export sales volume to the U.S.
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.
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.
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: The White House announces a pared-down framework for its Build Back Better agenda, Tesla orders 45 GWh of EV batteries, and New Jersey makes its community solar program permanent.
Reports calculated that the single order would be enough to support production of 800,000 vehicles.
The largest single-quarter drop in three years comes as the American Solar Manufacturers Against Chinese Circumvention propose greater tariffs against Asian-imported modules.
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