China

Trump ratchets up tariffs on Chinese products including batteries

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.

1

Lithium-ion batteries are (still) headed for tariffs as of September 1

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.

3

ET Solar is back in the U.S. market

Six months after settling claims in the Chapter 11 bankruptcy case of its U.S. distribution subsidiary, the Chinese PV maker says it has signed more than 500 MW of U.S. module supply contracts.

1

SunPower’s slow climb towards the black

The high efficiency solar maker pulled off a rare profit during the second quarter due to selling off leases, but expects to report another loss during Q3.

1

REC Silicon can’t say when polysilicon lines will start up again

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.

Tesla results: solar down, batteries up

Elon Musk’s EV and energy company is becoming increasingly irrelevant in the rooftop solar market, but battery sales are booming.

5

Schletter to restart its North Carolina presence, sans factory

The mounting systems maker is opening a new sales and distribution office in the Charlotte metro area, and has maintained manufacturing in Europe and Asia.

Latest proposed steel tariffs could hit the solar industry

A finding that Mexico and China are subsidizing the structural steel products that they export to the United States could have impacts on racking and tracking systems makers.

2

State Department issues strategy on diversifying clean energy, storage supply chains

The Trump Administration is acknowledging the global demand for clean energy and energy storage with the State Department’s new strategy.

1

LONGi launches new high-powered half-cut bifacial module

The Hi-MO 4 offers power ratings up to 430 watts, with module efficiencies as high as 19.2%, as the latest high-powered module to hit the floor at Intersolar Europe.

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