The Uyghur Forced Labor Prevention Act would ban all imports from the Chinese region, unless the U.S. government determines the products were not made with forced labor. The region supplies 50% of the world’s polysilicon, an essential material in solar PV.
A November 10 revision to an FAQ document appears subtle, but may prove meaningful.
Given the WRO and the potential anti-circumvention tariff challenges, U.S. module supply risk is material, the analyst firm said in a note to clients.
An analysis says the next decade presents the best opportunity to onshore supply chains, creating thousands of U.S. jobs, pursuing environmental and human well-being goals, and improving national resilience.
Price increases, supply chain disruptions, and a series of trade risks are threatening the U.S.’s ability to decarbonize the grid, warned SEIA president and CEO Abigail Ross Hopper.
Solar product detentions at U.S. ports of entry all stem from a June 24 “Withhold Release Order” issued by Customs and Border Protection.
Also on the rise: Chinese solar group calls forced labor allegations ‘unfounded’, and two southwest utilities issue RFPs for solar and distributed energy resources.
The Labor Department said it took the “extraordinary measure” in response to the “severity of the ongoing human rights abuses.”
The action follows growing pressure on the administration to act on allegations of forced labor in the solar supply chain. One analyst warns of a “significant negative impact” across the U.S. solar industry.
Also on the rise: AES floats a utility-scale solar project in New York, Greenbacker adds to its solar portfolio, Sunnova prices its latest securitization, and China will end its solar subsidies.
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