David Wagman
US International Trade Commission says that Section 201 tariffs should be extended
The issue now moves to President Joe Biden who will decide whether or not to extend the tariffs beyond their February 2022 expiration.
First Solar signs multi-year deals for 5.4 GW of modules
Lightsource bp and bp placed orders for around 4.4 GW of modules, with options for an additional 1 GW.
SunPower launches VPP offering for its energy storage customers
The US company will manage charging and discharging the batteries, while keeping some electricity in reserve for backup power to the home.
The energy storage decade has arrived, says BNEF
BloombergNEF says falling battery costs and “surging” renewables penetration make energy storage a “compelling flexible resource in many power systems.”
US court throws out Trump trade action on bifacial modules
A U.S. court decision has reduced the Section 201 tariff rate from 18% to 15%, following a rate increase as part of Trump’s Proclamation 10101 in October 2020.
Costs falling for all PV systems in US market, says NREL
The U.S. National Renewable Energy Laboratory says in a new report that costs for all types of PV systems continue to fall, although it notes that balance-of-systems costs have increased or remained flat across sectors this year.
US Commerce Department throws out anti-dumping petitions
The dismissal is a win for the Solar Energy Industries Association, which vigorously opposed the request by American Solar Manufacturers Against Chinese Circumvention (A-SMACC) for anti-dumping and anti-circumvention (AD-CVD) tariffs
US officials detained 40.31 MW of Longi solar products, claims company
U.S. border agents have confiscated PV modules from Longi Green Energy. The panels accounted for roughly 1.59% of the company’s total 2020 export sales volume to the U.S. market.
Supply chain and trade woes blamed as Engie cancels a solar+storage project in the U.S.
The French energy company blamed interconnection costs along with global supply chain and production issues, and tariff and trade disputes.
Another Chinese module maker may face WRO enforcement in the U.S., Roth Capital warns
Given the Withhold Release Order (WRO) and the potential anti-circumvention tariff challenges, U.S. module supply risk is material, the analyst firm said in a note to clients.
