The Chinese ingot, wafer cell and module giant has signed a significant sales contract for the shipment of solar PV modules to an unidentified customer in the United States.
The PV module manufacturer started negotiations with Jabil after the United States introduced duties on solar imports. Recom plans to restart manufacturing activities with Jabil’s 700 MW production equipment in the first quarter of 2019. Where exactly this will take place has not been disclosed yet.
LG Electronics has announced plans for a 500 MW/year solar module manufacturing facility in Huntsville to make its NeON2 60-cell 340-W modules. With this and other factories the nation will be well over the 2.5 GW cell exemption under Section 201.
Through the consultation, the United States aims to settle the dispute over the 30% import tariffs introduced under Section 201.
Three manufacturers with Canadian module assembly have had no luck in trying to get a preliminary injunction against the Section 201 tariffs.
The new round of IT-related tariffs would make it more expensive for any manufacturers planning to import cells from China for module production in the United States.
The analytics firm is the latest to predict a decline in global PV demand this year and crushed global module prices due to Chinese policy changes. TrendForce also finds that the protectionist moves taken by the U.S. will be weakened by falling module prices.
In this op-ed for pv magazine, Tony Clifford looks at the upside of recent Chinese policy decisions for the U.S. market.
Thanks in no small part to modules stockpiled before the Section 201 tariffs hit, both the utility-scale and “non-residential” market segments grew year-over-year in Q1. And while the duties are expected to play a greater role in 2019, there are other factors supporting ongoing market growth.
U.S. Senators Martin Heinrich (D-N.M.) and Dean Heller (R-Nev.) have introduced a bill to rescind the duty and tariff-rate quota on imported solar. This follows the introduction of a similar bill in the U.S. House.
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