The requirements of measures such as the Uyghur Forced Labor Prevention Act (UFLPA) mean that solar panel prices in the United States can be twice as much as in Europe.
With solar module oversupply triggering a price freefall in 2023 and no recovery in sight, market consolidation, inventory pile-up, technology shifts, and challenges to reshoring PV manufacturing are set to affect all levels of the solar supply chain.
The number of module assembly businesses in Türkiye continues to rise but, despite protectionist moves to support domestic manufacturing, consolidation appears likely. Ambitions abroad, expansion at home, and interest from Chinese suppliers, were all on show at the recent SolarEX trade fair in Istanbul.
Calls for barriers and duties are resurfacing in Europe as solar module prices sharply fall. German PV analyst Karl-Heinz Remmers recalls the 2009-13 period, when the European Union introduced anti-dumping and anti-subsidy duties. This drove the loss of 80,000 jobs in the solar industry, despite or perhaps because of the tariffs on PV modules and raw materials.
Auxin Solar filed the anti-circumvention petition against Vietnam, Malaysia, Thailand, and Cambodia, said an industry note from Philip Shen, managing director at ROTH Capital Partners.
There is no official confirmation that a request for a review of the anti-dumping and anti-subsidy measures against Chinese solar PV manufacturers has been submitted in Brussels in early June, however there are several reasons to believe it has likely happened.
RenewSys India has submitted a petition to the Directorate General of Anti-Dumping & Allied Duties for the imposition of anti-dumping duties on imports of Ethylene Vinyl Acetate sheets for solar modules from China PR, Malaysia, Saudi Arabia, South Korea, and Thailand. Evidence of dumping has been found.
According to reports, India is planning to impose a 7.5% tax on imported solar PV modules.
The Indian Ministry of Finance has imposed an antidumping duty on tempered glass imported from China in the range from $64.04 to $136.21 per metric ton.
The Taiwanese solar association filed a complaint on behalf of Taiwanese cell manufacturers, claiming that the prices set by the two market research companies do not correspond to real sale prices and are below real production costs.
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