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Roth Capital

U.S. module manufacturers seek “critical” retroactive tariffs

Led by First Solar and Hanwha Q Cells, U.S. solar module manufacturers have filed allegations with the Commerce Department, citing “critical circumstances” and suggesting increased module imports due to their previous lawsuit filings.

Bifacial panels, representing 98% of U.S. solar imports, may soon be subject to tariffs

The Biden Administration is expected to revoke tariff exemptions on bifacial solar modules following a petition led by Qcells, a company with a multi-billion-dollar investment in U.S. manufacturing.

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RE+ 2023: Ushering in new era of U.S. clean energy

RE+ 2023, held last week in Las Vegas, was bursting at the seams with attendees, exhibitors and enthusiasm. Three pv magazine editors share their insights and observations on key drivers, exciting new products, trends, manufacturing momentum and a few persistent uncertainties.

Speculation on lawsuit against Biden’s two year tariff pause

ROTH Capital suggests that Auxin might be readying a set of lawsuits seeking to overturn Biden’s two year suspension of tariffs against circumventing solar companies.

ROTH: 100MW of modules detained under Hoshine WRO released

Shipping containers storing roughly 100MW of LONGi solar modules have been released, reports ROTH Capital Partners in an industry note, while Trina has had the vast majority of its detained product released, if not all of it entirely. 

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Philip Shen of Roth Capital: pandemic relief package could extend ITC and include ‘refundability’

Also in the brief: Chart-of-the-day, plus Harley-Davidson goes big on solar. Quinbrook Infrastructure Partners established a joint venture with Birch Infrastructure to develop and construct renewables-powered hyperscale data center campuses in the US.

Roth: Bifacial tariff exemption to drive down U.S. module prices

The investment banking firm expects an increase of bifacial imports from Southeast Asia, and says that this could drop U.S. average selling prices below 40 cents per watt.

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