The solar module buying journey is anything but predictable.
U.S. Solar Market Insight Q4 2022 forecasts a 23% decline in solar installations.
The preliminary finding that solar companies are circumventing U.S. tariffs is not expected to have a tangible effect on solar component supply, according to TrendForce.
Industry checks show that a meaningful supply of JinkoSolar modules made with Wacker polysilicon have been cleared for the U.S. market, said Philip Shen, managing director of ROTH Capital Partners.
Panel shipments collectively worth hundreds of millions of dollars are blocked from entering the U.S. market as they have failed scrutiny under the Uyghur Forced Labor Prevention Act, said Reuters.
Clean Energy Associates expects manufacturing capacity to exceed installations next year.
Capacity is expected to grow from 129 GW today to 336 GW by 2027, said the Solar Energy Industries Association and Wood Mackenzie.
ROTH Capital Partners reports 3 GW have been seized under enforcement of the Uyghur Forced Labor Prevention Act.
Polysilicon, a key material in the creation of solar panels, has undergone steady price climbs as output has been cut for a variety of reasons.
Also on the rise: California launches incentive program for cities to adopt SolarApp+. Enel launches EV charging network business. And more.
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