Sol Systems’ CEO lays out a path to grow both renewable energy use and U.S. manufacturing
In his annual letter, shared with pv magazine, Yuri Horwitz lays out a roadmap for U.S. companies to follow as an “historic expansion” of demand for solar and storage gets underway.
Morning Brief: Energy transition SPAC spreadsheet, Ørsted goes big on solar, Tesla’s lack of diversity
Also in the brief: Tesla’s first-ever Diversity, Equity and Inclusion Impact report shows the Elon Musk-helmed EV pioneer’s U.S. leadership is 83% male, and 59% white. Joe Biden weighs the 25% China import tariff, Some Cadillac dealers choose not to invest in an EV future.
Morning Brief: Joe Biden weighs the 25% China import tariff, plus the chart of the day
Also in the brief: Loanpal closes largest residential solar securitization to date, and a model for solar-plus-storage assets.
Trump pulls tariff exemption for bifacial panels — again
Proclamation issued Oct. 10 cites impact of imported bifacial panels on U.S. solar manufacturing, while also raising the scheduled fourth-year tariff rate from 15% to 18%.
Safe harboring in 2020’s rough waters: three crucial considerations
As it stands today, 2021 will likely be one of the strongest markets for solar equipment manufacturers selling into the U.S. market. A perfect storm of a recovering market post-pandemic, access to cheap capital, and the impending ITC drop-off will create strong, near-term market demand, as well as intense safe harboring activities.
Bifacial beats Trump’s tariffs
Federal trade authorities have ruled that bifacial solar modules are no longer subject to the Section 201 ruling, which currently apply a 25% tariff to most solar modules imported to the United States.
On the anniversary of the Section 201 tariffs, Trump talks trade
There are indications that the Trump Administration may be reaching a deal with Chinese authorities, but the trade war goes on.
U.S. could slap additional 25% tariffs on Chinese cells, modules
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.
TrendForce: China PV policy moves to undermine Section 201 tariffs
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.
US Senate introduces solar tariff repeal bill
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.
