Daqo expects another 180-220,000 metric tons of poly production lines to appear next year, enough to supply 240-250 GW of solar modules and 200-210 GW of generation capacity.
The American Solar Manufacturers Against Chinese Circumvention filed three petitions requesting that the Commerce Department investigate what were alleged to be “unfairly traded imports” from the three countries.
Also on the rise: Solar imports are being detained by border agents, First Solar breaks ground in its 3.3GW Ohio plant, and partners turn to blockchain to help expand module recycling efforts.
The new facility in Ohio is scheduled to start operations in the first half of 2023 and represents a $680 million investment.
Vietnamese media claim the new factory is being built to diversify the company’s supply chain away from China and as an answer to new requirements from western countries and suppliers.
One question is whether or not manufacturers can keep up with demand, particularly inverters and semiconductors.
Also on the rise: 174 Power wins a regulatory OK for its 100MW/400MWh NYC energy storage project, the State Department issues a supply chain warning, and DOE offers millions for cell advancements.
Also on the rise: More minerals and metals will need to be produced for the clean energy transition, new reports say; and S-5! launches a solar project app.
The action follows growing pressure on the administration to act on allegations of forced labor in the solar supply chain. One analyst warns of a “significant negative impact” across the U.S. solar industry.
Rebuilding our domestic solar supply chain won’t happen overnight, and we need long-term solutions. The Solar Energy Manufacturing for America Act is an excellent start.
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