The U.S. Trade Representative has not responded to the claim that it will end the exemption from Section 201 duties. If accurate this could be a loss for Asian PV makers and a minor loss for the larger U.S. market, but a positive for First Solar.
In this interview Trina Solar’s President of America Steven Zhu provides a longer perspective on the current U.S.-China trade war, and also speaks to the evolution of Trina’s offerings in the U.S. market.
While the damage is largely already done for cells, modules and inverters, the increased tariffs on U.S. module components and 15% tariffs on lithium-ion batteries are not good news for either sector.
The energy storage market is set to be the latest affected by Trump’s trade war, and lithium-ion batteries were not included in a group of Chinese imports where tariffs will be delayed until December 15.
The Norwegian polysilicon supplier – which has most of its manufacturing operations on U.S. soil – cannot give any estimate on when its production of polysilicon for solar will return, and has been left entirely dependent on the semiconductor products made by its Montana facility.
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