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Tariffs, and rumors of tariffs

The second day of the Solar Finance and Investment conference has been overshadowed by the threat of new tariffs by the Trump Administration.

The U.S. solar power market, moving past Section 201

The Solar Power Finance and Investment conference provided a view into how the U.S. solar industry is adapting to the Section 201 tariffs, and what the road ahead looks like.

JinkoSolar reveals details of Jacksonville factory in filing

The plant will make modules based on 158.75 mm square P-type mono PERC cells, and JinkoSolar plans to begin operation in October.

More than 20 PV makers request exemptions from US solar import duties

The list includes many of the big names in the industry as well as a request to exempt the entire EU panel industry.

SunPower’s exemption filing strikes to heart of trade dispute

The company is noting its substantial investment in U.S. research and development as well as tools, has further hinted that it may establish U.S. manufacturing for its P-Series modules.

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Terraform Global refinancing suggests yieldco health

The yieldco has refinanced a 9.75% debt package due in 2022 into a 6.125% debt package due in 2026. The financing covers various portions of just over 1GW of solar, wind and hydro projects.

Trump talks up Section 201 solar tariff

While attending a National Governors Association’s meeting President Trump claimed benefits of the Section 201 solar tariff, while disparaging Chinese product quality.

Roth: Steel, aluminum tariffs to add at least 1-3 cents per watt to solar projects

While President Trump has a range of options, all likely scenarios seem likely to result in a modest increase in the cost of solar installations.

Solar to lead global renewables growth for next five years — KPMG

Solar is set to grow more in terms of capacity than any other clean-energy technology over the next half decade, according to a new report. Battery storage will play a crucial role in this as well.

Prognosis uncertain

American solar manufacturing: President Trump’s relatively measured 201 ruling surprised many. And while there are already reports of new hiring and expansions by U.S. module makers, the new tariffs will not be enough for a major revival of the sector.

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