Prices across the solar supply chain remained in bearish territory into the fourth quarter of 2024. Trade and regulatory developments have continued to preoccupy the industry and dampen trading activity.
Chinese companies with Southeast Asian production lines have taken advantage of the production costs and trade restrictions that make U.S. panels more costly. However, shifting trade disputes are putting price advantages under the spotlight, writes InfoLink analyst Jonathan Chou.
Most large manufacturers supplying the inverter market have diversified production outside of China, but this will affect Huawei and other Chinese inverter makers, as well as U.S. module makers.
The Chinese inverter maker expects to more than double its U.S. shipments this year – trade war be damned.
Between tariffs on everything under the sun, Elon Musk’s $40 million tweet and the boom in energy storage, it’s been one Hell of a year.
In this op-ed for pv magazine, Tony Clifford of Standard Solar addresses the significance of new legislation that would undo the 30% tariff on imported solar imposed under the Section 201 process.
Vietnamese authorities have submitted a complaint with the World Trade Organization (WTO) to request formal consultations with Washington over its recently announced 30% tariff on crystalline silicon PV imports.
In this op-ed for pv magazine, Madison Freeman, a research associate for the Council for Foreign Relations, argues that U.S. trade action against imported solar products is not in the nation’s best interest.
U.S. energy policy: The Trump Administration is currently making a number of significant policy changes that intersect with solar and other forms of renewable energy. pv magazine attempts to separate the real dangers to the solar market from the more superficial phenomena.
The final deadline for President Trump to impose tariffs, quotas or other sanctions on solar imports will now be January 26, following a request by the U.S. Trade Representative for more information.
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