Limited supply, rising prices
Modules in the US: Regardless of its outcome, the Suniva trade case is already having profound effects on supply, demand and pricing for PV modules in the U.S., writes Camron Barati, IHS Markit analyst, North America Solar.
It was clear from the very outset, when the Section 201 petition was filed by Suniva, that it had the potential to massively interfere with the outlook for solar PV in the U.S. After the initial shock had passed, U.S. module buyers reacted by piling up stock – a situation that has led to a …
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