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.
SEIA calls for an end to Section 201 tariffs on solar imports
The industry trade group submitted a brief in advance of a November 3 hearing on the effectiveness of the Trump-era Section 201 tariffs.
Sunrise brief: Google deploys ‘dragon scale’ solar shingles at its Silicon Valley campus
Also on the rise: Large format modules are gaining market share and presenting a new set of challenges, Honeywell and Duke will jointly test a flow battery, and Sunnova will offer EV charging through a partnership with ChargePoint.
Solaria wins a round in its solar shingle patent case against Canadian Solar
The patents cover shingled solar modules and a process for separating pv strips from solar cells for use in shingled solar modules.
SEIA fires back on tariffs, calls A-SMACC’s case ‘baseless’
In a 138-page rebuttal to a petition for anti-dumping tariffs, the trade group insisted that the solar industry would miss out on 46,000 jobs by 2023 if tariffs were put in place.
FERC denies utilities’ request to leave TVA
FERC said it lacked authority to grant the request, but is now looking into allegations that TVA retaliated against the petitioners.
Sunrise brief: Koch JV expands its move into battery energy storage
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.
Solar group names its members to Commerce, asks for public confidentiality
In a filing with the Department of Commerce, the group argued again that identifying its members publicly could expose them to retribution from Beijing.
What energy storage can learn from solar’s import woes
If a Customs enforcement action were to take place, importers would need to prove that no forced labor was used at any stage of production, including all the way back to the mine.
