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