Kann, Shiao: No “manufacturing renaissance” due to solar tariffs
The latest analysis by current and former GTM Research executives argues that there is insufficient economic reason to manufacture solar in the United States.
Taiwan next country to file WTO complaint over US solar tariffs
Taiwan has filed a complaint with the WTO over the Trump Administration’s decision to impose safeguard tariffs of up to 30% on crystalline silicon solar cell and module imports.
Longi Solar confirms 500 MW Indian cell, module factory
Longi Solar’s planned PV fab in Andhra Pradesh will manufacture 500 MW of cells and 500 MW of modules. The facility will seek to take advantage of India’s partial exemption from the recent U.S. solar tariffs under Section 201.
Battery storage challenges: Materials, longevity and project management
An academic event held last week in the U.K. presenting the results of two major research projects on energy storage provided an update on the current and future directions of battery storage technology and development.
Taiwanese cell giants plan U.S module factory
The newly minted merger of Neo Solar Power, Gintech and Solartech is planning a module factory, the second such factory to be announced by a large Asian PV maker since tariffs were finalized.
Trump opens the door for specific products to be excluded from tariffs
The President’s proclamation provides a path for specific products to apply for exemption from tariffs, which had been sought by both SunPower and the government of Korea. Additionally, imports from a number of developing nations are exempt as long as import levels remain small.
US solar tariffs: Korea to file WTO petition, Mexico considers legal action
The latest reactions to President Trump’s tariffs on imported solar include the Korean Government’s announcement that it will file a petition with the World Trade Organization (WTO) and Mexico’s promise of legal action.
Malaysia, Korea and Vietnam dominate U.S. solar imports (w/ chart)
Over the past five years, the pattern of imports has moved away from China and towards Southeast Asia and Korea.
BNEF releases 2018 clean energy predictions
BNEF has released its top 10 clean energy predictions for 2018, including at least 107 GW of solar PV installs. China will lead, but Latin America, Africa, Asia and the Middle East will notably up the ante. India will install less RE than in 2017, but will see fossils outpace RE for the last time; and China will see distributed grid connected solar leading the market. Li-ion prices are also declining, while EV sales grow.
China pushes global clean energy investment to $333 billion in 2017
BNEF has found that U.S. investment levels fell 1% year-over-year, with the Section 201 case hanging over the head of the industry.
