Market impacts from the recent flurry of solar policy actions
The U.S. had an extremely busy week of policy changes, including AD/CVD, domestic content, bifacial panel exemptions, and changes to 301 tariffs.
US lifts tariffs on solar products from Canada, Mexico
Canada, the United States, and Mexico signed an agreement to lift Trump-era tariffs, after an independent panel said that the duties violated the provisions of existing trade agreements.
Making sense of solar supply chain issues
From duties to tariffs to COVID-19 and the Uyghur Forced Labor Prevention Act, a look at the supply chain issues threatening the solar module supply market.
Sunrise brief: Bipartisan group of eight US Senators urge President Biden not to extend solar tariffs
Also on the rise: LBNL report looks at increased panel density and electrical generation in utility-scale plants with trackers and fixed racking. Mississippi net metering rules boost low-income incentives. Microgrid on Prince Edward Island moves forward. NREL’s REopt platform helps optimize energy use in buildings. Learn how AI helps find defects in solar panels. CIT arranges $50 million New York community solar investment with Amp Energy. And more.
Sunrise brief: Canadian Solar funds growth plans via stock sale
Also on the rise: UK scientists probe perovskite cell structures to better understand how they work, and the International Trade Commission says that Section 201 tariffs should be extended.
ITC says that Section 201 tariffs should be extended
The issue now moves to President Joe Biden who will decide whether or not to extend the tariffs beyond their February 2022 expiration.
Sunrise brief: Solar’s share of the generation mix could hit 20% by mid-century, EIA says
Also on the rise: A trade court tossed out a Trump action on bifacial modules, and a real estate giant will use its C&I database to identify sites for rooftop solar and energy storage.
Court throws out Trump trade action on bifacial modules
The court decision also reduced the Section 201 tariff rate from 18% to 15% after the rate was raised as part of Trump’s Proclamation 10101 in October 2020.
Investing in the long-term health of the U.S. solar industry
Extending section 201 tariffs for another four years and increasing the quota on imported cells is clearly in the long-term best interest of all downstream participants.
Sunrise brief: U.S. module supply risk is ‘material,’ warns analyst firm
Also on the rise: SEIA urges an end to Section 201 tariffs on solar imports, CATL signs a battery deal with startup EV maker Fisker, and Solar Landscape wins 46 community solar projects in New Jersey.
