Looking at the possible impact of new U.S. import tariffs on PV modules from China, market research group TrendForce says Mexico could offer Chinese manufacturers a North American pipeline hub.
Anti-dumping tariffs would range from $0.11 to $0.81 per watt on PV imports and double the price of solar energy to $0.20 a kilowatt hour, according to the Solar Power Developers’ Association.
The European solar lobby group calls the minimum price agreement between the EU and China “unworkable” and in need of “review” after submitting some 1,500 suspected trade violations to the European Commission.
The Chinese PV manufacturer says the Commerce Department decision “will have a negative impact on the solar industry and will ultimately end up hurting U.S. customers and U.S. solar jobs the most.”
The duties would be applied to both solar panels and cells and effectively close a loophole that allowed Chinese manufacturers to bypass import tariffs by using non-Chinese solar cells in their panels.
The Taiwanese manufacturer told Indian investigators it had only one subsidiary connected to its exports to India. Ministry of Commerce officials, however, uncovered other relevant units in Taiwan, China, the U.S. and Japan.
Solar manufacturers facing the imposition of AD duties on their goods in India claim Indian manufacturers were saddled with huge costs after investing in capacity for an export market that never materialized.
None of the 39 solar companies presumed to have benefited by importing dumped goods disputed the claim. pv magazine emailed 39 companies with no response.
The Chinese OEM manufacturer is switching focus to small-scale own-brand sales direct to the consumer. The strategy saw the company burn through $134m in three months.
The Indian government ministries of power, coal and renewables could make uneasy bedfellows. New PM Modi will unite all three departments under one minister.
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