[EXTENDED, MODIFIED] Solar Safeguard Extension Review: Megatråd

manman01
RECSI 04.01.2022 kl 22:53 32754

"
..
QCELLS is currently planning to make massive additional US investments across the full solar supply chain, including modules, cells, wafers and polysilicon.

In fact just 2 months ago QCELLS invested over $160 million in REC Silicon. That investment will enable REC to restart its dormant US polysilicon production and will mark the auspicious rebirth of polysilicon production in the US.

QCELLS is also currently engaging in thorough business planning, including actively exploring sites for large scale cell and wafer manufacturing, aswell as expansion of our module manufacturing
..
"
55.42
https://youtu.be/r-8PY4QATKo?t=3282
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Tænker det er på tide at få lavet en megatråd om denne tariff. Jeg har længe pønset på at lave en samlet tråd om alle de forskellige, men for god ordens skyld ( og min hjerne ) holder vi blot denne om Section 201 Solar Tariffen som blev indført i 2018. Præsident Biden står overfor et stort valg inden d. 6 Februar 2022 hvor tarifferne udløber. Skal tariffen blive, eller skal den fjernes. Dette ved ingen før Onkel Joe siger hvad der skal gøres.

Vi har i de seneste måneder hørt en del om dette emne, i dag var dog en mere spændende dag idet Hanwha QCELLS' investering i REC Silicon blev nævnt ordret i forbindelse med planlagte investeringer i hele værdikæden. Dette skete under det sidste møde inden bestemmelsen (så vidt >jeg< ved, opdater mig gerne på dette) så lad os få samlet så meget information som muligt.

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Agendaen fra dagens møde:
SOLAR SAFEGUARD EXTENSION REVIEW
SCHEDULE FOR VIRTUAL PUBLIC HEARING
https://ustr.gov/sites/default/files/enforcement/201Investigations/Solar%20Safeguard%20Extension%20Review%20Public%20Hearing%20Schedule.pdf
JANUARY 4, 2021
"
PANEL 1 (PROPONENTS OF EXTENSION): 9:15 AM – 10:45 AM (90 MINUTES)
1. Auxin
2. Suniva
3. Hanwha
The participants have a collective 60 minutes to provide testimony, which the participants may
divide among themselves, followed by a combined 30 minutes of questions from the panelists to
the participants
*5 Minute Break*


PANEL 2 (OPPONENTS OF EXTENSION): 10:50 AM – 12:20 PM (90 MINUTES)
1. SEIA
2. EDF Renewables
3. Borrego
4. SOLV Energy
5. Sunnova
6. American Clean Power Association
7. NextEra Energy

PANEL 3 (PRODUCERS REQUESTING COUNTRY EXCLUSIONS IF EXTENDED):
1:00 PM – 2:00 PM (60 MINUTES)
1. Maxeon
2. Canadian Solar
3. Heliene
4. Silfab
The participants have a collective 45 minutes to provide testimony, which the participants may
divide among themselves, followed by a combined 15 minutes of questions from the panelists to
the participants
*5 Minute Break*


PANEL 4 (FOREIGN GOVERNMENTS): 2:05 PM – 2:50 PM (45 MINUTES)
1. Government of Canada
2. Government of Mexico
3. Government of Vietnam
Each participant has 10 minutes of allocated testimony, followed by a combined 15 minutes of
questions from the panelists to the participants
CONCLUDING REMARKS FROM THE CHAIR: 2:50 PM – 2:55 PM (5 MINUTES)
"

___

Livestream fra dagens møde:
Solar Safeguard Extension Review: Public Hearing (UNLISTED)
https://youtu.be/r-8PY4QATKo?t=3062
JANUARY 4, 2021
(Smid gerne timestamps ind, jeg arbejder også på dette. Det er et f****** langt møde haha - dette link begynder fra når Hanwha's QCELLS begynder at snakke )
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Hanwha QCELLS' respons d. 23 december kan også varmt anbefales at skimme igennem. Her er en lille teaser :)

Response from Hanwha Q CELLS USA, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0031
Posted by the Office of United States Trade Representative on Dec 23, 2021

"
..
Domestic production of solar panels and components at scale is critically important to the United States’ transition to 100% carbon free electricity by 2035. Indeed, the strategic value of clean energy supply chains, including solar, has never been higher, necessitating a whole of government response. SEMAA and the administration’s various initiatives recognize that the security of U.S. solar electricity requires incentives to build-up the entire supply chain, not just the modules, but also polysilicon, wafers, cells, solar glass, etc. These initiatives are not a substitute for policies that promote fair and non-injurious trade, but they work alongside the safeguard.
..
"

Resten af deltagernes responser kan findes i denne kommentar
https://finansavisen.no/forum/thread/144506/view/4103498?legacy=0
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UNITED STATES INTERNATIONAL TRADE COMMISSION
Crystalline Silicon Photovoltaic Cells, Whether or Not Partially or Fully Assembled Into Other Products
https://www.usitc.gov/publications/other/pub5266.pdf
DECEMBER 8, 2021
"
..
DETERMINATION
On the basis of the information in this investigation, the United States International Trade Commission (“Commission”) determines, pursuant to section 204(c) of the Trade Act of 1974 (“the Act”) (19 U.S.C. 2254(c)), that action under section 203 of the Act with respect to imports of crystalline silicon photovoltaic cells whether or not partially or fully assembled into other products (“CSPV products”), continues to be necessary to prevent or remedy serious injury and that there is evidence that the domestic industry is making a positive adjustment to import competition.
..
"
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Jeg kunne forestille mig at vi inden længe ser frisk pressede nyheder fra pv-magazine, pv-tech, og solarpowerworldonline bl.a.. Indtil da må vi nyde det vi har. Tidligere nyheder og kilder om dette vil blive postet i kommentaren under. God fornøjelse :)

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Opdatering d. 4 Februar

A Proclamation to Continue Facilitating Positive Adjustment to Competition From Imports of Certain Crystalline Silicon Photovoltaic Cells (Whether or Not Partially or Fully Assembled Into Other Products)
https://www.whitehouse.gov/briefing-room/presidential-actions/2022/02/04/a-proclamation-to-continue-facilitating-positive-adjustment-to-competition-from-imports-of-certain-crystalline-silicon-photovoltaic-cells-whether-or-not-partially-or-fully-assembled-into-other-produc/
FEBRUARY 4, 2022
Redigert 04.02.2022 kl 18:39 Du må logge inn for å svare
Slettet bruker
05.01.2022 kl 08:15 16990

flott manman

Her er det bare å posisjonere seg for dem som ikke er inne enda.. venter bare på når short skal dekke inn... 😂
Redigert 05.01.2022 kl 08:30 Du må logge inn for å svare
Stonks_
05.01.2022 kl 07:49 17053

Du manman burde få deg jobb i norsk finans media så de endelig kan begynne å skrive om disse tingene rundt rec
Slettet bruker
05.01.2022 kl 03:00 17384

Mange takk manman!
Slettet bruker
05.01.2022 kl 00:47 17575

Det her blir utrolig spennende fram mot Q4 rapporten 😃 takk for info!
manman01
05.01.2022 kl 00:36 17624

Tak for at læse med :)
Storebror
05.01.2022 kl 00:28 17688

Selv for dem som ikke kan legge sammen to og to, ser tegninga her nå, veldig bra!

De linjene om QCELLS planer og REC burde limes inn i første posten i tråden, helt øverst så det er det første folk leser:)
Rule
05.01.2022 kl 00:28 17661

konge - det er som om der ligger en bunden opgave (must-do) sammen med deres indgang i REC = Åbne fabrikken nu.... ! ?
manman01
05.01.2022 kl 00:17 17745

Slettet bruker skrev STØTTES.
Hehe

55.42
https://youtu.be/r-8PY4QATKo?t=3282
"
..
QCELLS is currently planning to make massive additional US investments across the full solar supply chain, including modules, cells, wafers and polysilicon.

In fact just 2 months ago QCELLS invested over $160 million in REC Silicon. That investment will enable REC to restart its dormant US polysilicon production and will mark the auspicious rebirth of polysilicon production in the US.

QCELLS is also currently engaging in thorough business planning, including actively exploring sites for large scale cell and wafer manufacturing, aswell as expansion of our module manufacturing
..
"
Redigert 05.01.2022 kl 00:20 Du må logge inn for å svare
Slettet bruker
05.01.2022 kl 00:10 17808

STØTTES.
manman01
04.01.2022 kl 23:41 18063

"
..
Q CELLS USA respectfully requests that the President allow the U.S. CSPV industry to continue its recovery by implementing these proposed remedies.

The Section 201 measures saved and created jobs and drove unprecedented investments in domestic solar manufacturing. As demonstrated in its comments to the USTR,5 Q CELLS USA has invested substantial resources in solar manufacturing in the United States, including in bifacial modules, in response to Section 201 relief. Q CELLS has also invested in domestic polysilicon production and is considering further investments in the solar supply chain. At the same time, the overall domestic solar industry has experienced explosive growth under the safeguard and will continue to grow if relief is extended, contrary to the predictions of opponents of the safeguard that Section 201 relief will reduce demand.
..
"
Response from Hanwha Q CELLS USA, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0031
Posted by the Office of United States Trade Representative on Dec 23, 2021

"
..
Domestic production of solar panels and components at scale is critically important to the United States’ transition to 100% carbon free electricity by 2035. Indeed, the strategic value of clean energy supply chains, including solar, has never been higher, necessitating a whole of government response. SEMAA and the administration’s various initiatives recognize that the security of U.S. solar electricity requires incentives to build-up the entire supply chain, not just the modules, but also polysilicon, wafers, cells, solar glass, etc. These initiatives are not a substitute for policies that promote fair and non-injurious trade, but they work alongside the safeguard.
..
"
manman01
04.01.2022 kl 23:02 18429

Response from Auxin Solar Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0028
Posted by the Office of United States Trade Representative on Dec 23, 2021

Response from Suniva, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0025
Posted by the Office of United States Trade Representative on Dec 23, 2021

Response from Hanwha Q CELLS USA, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0031
Posted by the Office of United States Trade Representative on Dec 23, 2021

___

Submission from Solar Energy Industries Association (SEIA)
https://www.regulations.gov/comment/USTR-2021-0017-0009
Posted by the Office of United States Trade Representative on Dec 16, 2021

Response from Solar Energy Industries Association
https://www.regulations.gov/comment/USTR-2021-0017-0030
Posted by the Office of United States Trade Representative on Dec 23, 2021

Submission from EDF Renewables Distributed Solutions, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0012
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from Borrego Solar Systems, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0010
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from SOLV Energy
https://www.regulations.gov/comment/USTR-2021-0017-0011
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from Sunnova Energy Corp.
https://www.regulations.gov/comment/USTR-2021-0017-0013
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from American Clean Power Association
https://www.regulations.gov/comment/USTR-2021-0017-0020
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from NextEra Energy, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0007
Posted by the Office of United States Trade Representative on Dec 16, 2021

Response from NextEra Energy, Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0027
Posted by the Office of United States Trade Representative on Dec 23, 2021

___

Submission from Canadian Solar Solutions Inc., Heliene Inc., Heliene USA Inc., Silfab Solar Inc., Silfab Solar WA Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0009
Posted by the Office of United States Trade Representative on Dec 16, 2021

Response from Canadian Solar Solutions Inc., Heliene Inc., Heliene USA Inc., Silfab Solar Inc., Silfab Solar WA Inc.
https://www.regulations.gov/comment/USTR-2021-0017-0026
Posted by the Office of United States Trade Representative on Dec 23, 2021

___

Submission from the Government of Canada
https://www.regulations.gov/comment/USTR-2021-0017-0017
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from Government of Mexico
https://www.regulations.gov/comment/USTR-2021-0017-0022
Posted by the Office of United States Trade Representative on Dec 16, 2021

Submission from Vietnam Trade Remedies Authority
https://www.regulations.gov/comment/USTR-2021-0017-0018
Posted by the Office of United States Trade Representative on Dec 16, 2021
Redigert 04.01.2022 kl 23:28 Du må logge inn for å svare
manman01
04.01.2022 kl 22:53 18326

Section 201 – Imported Solar Cells and Modules
https://ustr.gov/issue-areas/enforcement/section-201-investigations/investigation-no-ta-201-75-cspv-cells

USITC RELEASES REPORT ON THE EFFECT OF INCREASING THE TARIFF-RATE QUOTA ON IMPORTS OF CRYSTALLINE SILICON PHOTOVOLTAIC CELLS
https://www.usitc.gov/press_room/news_release/2020/er0306ll1451.htm
MARCH 9, 2020

WTO backs U.S. in solar cell case brought by China
https://www.reuters.com/business/wto-backs-us-solar-panel-case-brought-by-china-2021-09-02/
SEPTEMBER 2, 2021

WTO rejects China’s challenge to US Section 201 solar tariffs
https://www.pv-tech.org/wto-rejects-chinas-challenge-to-us-section-201-solar-tariffs/
SEPTEMBER 3, 2021

Investing in the long-term health of the U.S. solar industry
https://pv-magazine-usa.com/2021/11/03/investing-in-the-long-term-health-of-the-u-s-solar-industry/
NOVEMBER 3, 2021

U.S. trade court reinstates tariff exemption for bifacial panels
https://seekingalpha.com/news/3771554-us-trade-court-reinstates-tariff-exemption-for-bifacial-panels
NOVEMBER 16, 2021

US court throws out Trump trade action on bifacial modules
https://www.pv-magazine.com/2021/11/17/us-court-throws-out-trump-trade-action-on-bifacial-modules/
NOVEMBER 17, 2021

USITC SAYS RELIEF CONTINUES TO BE NECESSARY FOR U.S. INDUSTRY PRODUCING CRYSTALLINE SILICON PHOTOVOLTAIC CELLS, WHETHER OR NOT PARTIALLY OR FULLY ASSEMBLED INTO OTHER PRODUCTS
https://www.usitc.gov/press_room/news_release/2021/er1124ll1852.htm
NOVEMBER 24, 2021

USITC recommends extension of Section 201 tariffs on solar cells, modules
https://www.pv-tech.org/usitc-recommends-extension-of-section-201-tariffs-on-solar-cells-modules/
NOVEMBER 24, 2021

U.S. International Trade Commission recommends extension of solar tariffs
https://www.solarpowerworldonline.com/2021/11/u-s-international-trade-commission-recommends-extension-of-solar-tariffs/
NOVEMBER 24, 2021

ITC says that Section 201 tariffs should be extended
https://pv-magazine-usa.com/2021/11/24/itc-says-that-section-201-tariffs-should-be-extended/
NOVEMBER 24, 2021

Trump’s solar tariffs still needed to protect industry, U.S. agency says
https://www.bnnbloomberg.ca/trump-s-solar-tariffs-still-needed-to-protect-industry-u-s-agency-says-1.1686703
NOVEMBER 24, 2021

US International Trade Commission says that Section 201 tariffs should be extended
https://www.pv-magazine.com/2021/11/26/us-international-trade-commission-says-that-section-201-tariffs-should-be-extended/
NOVEMBER 26, 2021

Solar Industry Statement on USITC’s Section 201 Tariff Recommendation
https://www.seia.org/news/solar-industry-statement-usitcs-section-201-tariff-recommendation
DECEMBER 8, 2021

U.S. Trade Agency Urges Biden to Extend Trump’s Solar Tariffs
https://www.bloombergquint.com/business/u-s-trade-agency-urges-biden-to-extend-trump-s-solar-tariffs
DECEMBER 9, 2021
Redigert 04.01.2022 kl 22:56 Du må logge inn for å svare