By this time next year we may be able to wave goodbye to that old chestnut about renewables endangering security of supply. Elsewhere, the price of lithium – and the products it goes into – could go either way after tanking this year.
The office of the U.S. Trade Representative has removed the exemption of bifacial products from Section 201 tariffs, effective October 28.
While the damage is largely done for cells, modules and inverters, increased tariffs on U.S. module components and 15% measures on lithium-ion batteries are not good news for either sector.
Despite a number of unfavorable policy announcements, the global PV market still added 101 GW in 2018. It looks likely that this momentum will continue this year, with as much as 110 GW of new capacity expected.
Hanwha Q Cells has begun shipping solar panels from its 1.7 GW factory near the Georgia-Tennessee border. The huge facility is the second major U.S. module factory to announce production this week.
The role of SunPower’s planned purchase of SolarWorld Americas in getting a rare reprieve from the Trump Administration’s bellicose trade actions is unclear.
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