Q cells lager jo disse bifacial panels. Vil de nå få ett slags monopol på dette de neste årene? (De har vel hatt det nå også).
https://www.solarpowerworldonline.com/2019/05/hanwha-q-cells-will-begin-mass-production-on-new-bifacial-solar-module-this-year/

Dette er knall! « With this chapter behind us, now it’s time to roll-up our sleeves and help ensure the passage of long-term federal investments in domestic manufacturing and, in particular, the Solar Energy Manufacturing for America Act. This is how we will ensure the legacy of American solar manufacturing for many decades to come.”

Bifacial används bara i stora system som monteras på markstativ. Qcells dominerar marknaden för små system. 25% marknadsandel på residential systems.
Beslut att förlänga tullar med undantag för bifacial gör att de kan fortsätta bygga stora parker i USA men marknaden flr små system blir attraktivt för inhemsk tillverkning.
Det finns utrymme både för Qcells och import på marknaden för bifacial. Qcells är vinnare på detta beslut 🚀🚀

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

1. On January 23, 2018, pursuant to section 203 of the Trade Act of 1974, as amended (the “Trade Act”) (19 U.S.C. 2253), the President issued Proclamation 9693, imposing a safeguard measure for a period of 4 years that included both a tariff-rate quota (TRQ) on imports of certain crystalline silicon photovoltaic (CSPV) cells, not partially or fully assembled into other products, provided for in subheading 8541.40.6025 of the Harmonized Tariff Schedule of the United States (HTS), and an increase in duties (safeguard tariff) on imports of CSPV cells exceeding the TRQ and all imports of other CSPV products, including modules provided for in subheading 8541.40.6015 of the HTS. Proclamation 9693 exempted imports from certain designated beneficiary countries under the Generalized System of Preferences from the application of the safeguard measure.

2. Clause (4) and Annex I of Proclamation 9693 directed the United States Trade Representative (USTR) to establish procedures for interested persons to request the exclusion of particular products from the safeguard measure. These provisions also authorized the USTR, in consultation with the Secretary of Commerce and the Secretary of Energy, to determine whether a particular product should be excluded, and, upon publication of a determination in the Federal Register, to modify the HTS to implement such determination. Furthermore, they authorized the USTR to modify or to terminate such determinations. Effective June 13, 2019, the USTR excluded bifacial solar panels that absorb light and generate electricity on each side of the panel and that consist of only bifacial solar cells that absorb light and generate electricity on both sides of the cells (bifacial modules). Exclusion of Particular Products From the Solar Products Safeguard Measure, 84 FR 27684 (June 13, 2019).

3. On February 7, 2020, the United States International Trade Commission (USITC) issued its report, pursuant to section 204(a)(2) of the Trade Act (19 U.S.C. 2254(a)(2)), on the results of its monitoring of developments with respect to the domestic solar industry (USITC, Crystalline Silicon Photovoltaic Cells, Whether or Not Partially or Fully Assembled Into Other Products: Monitoring Developments in the Domestic Industry, No. TA-201-075 (Monitoring)). In its report, the USITC found that, following imposition of the safeguard measure, prices for CSPV cells and modules declined in a manner consistent with historical trends, but that prices were higher than they would have been without the safeguard measure.

4. On March 6, 2020, the USITC issued an additional report pursuant to a request from the USTR under section 204(a)(4) of the Trade Act (19 U.S.C. 2254(a)(4)), regarding the probable economic effect on the domestic CSPV cell and module manufacturing industry of modifying the safeguard measure to increase the level of the TRQ on CSPV cells from the current 2.5 gigawatts (GW) to 4.0, 5.0, or 6.0 GW (USITC, Crystalline Silicon Photovoltaic Cells, Whether or Not Partially or Fully Assembled Into Other Products: Advice on the Probable Economic Effect of Certain Modifications to the Safeguard Measure, No. TA-201-075 (Modification)). In its report, the USITC advised that increasing the TRQ would help to continue growth in solar module production, but that expanded access to imported cells not subject to safeguard duties would put downward pressure on prices for cells made in the United States.

5. After taking into account the information provided in the USITC’s reports, and after receiving a petition from a majority of the representatives of the domestic industry with respect to each of the following modifications, and under section 204(b)(1)(B) of the Trade Act (19 U.S.C. 2254(b)(1)(B)), the President issued Proclamation 10101 on October 10, 2020, in which he determined that the domestic industry has begun to make a positive adjustment to import competition, as shown by the increases in domestic module production capacity, production, and market share. Proclamation 10101 also:
(a) revoked the exclusion of bifacial modules from application of the safeguard measure on the basis that it had impaired and was likely to continue to impair the effectiveness of the safeguard action; and
(b) adjusted the safeguard tariff for the fourth year of the safeguard measure from 15 percent to 18 percent on the basis that the exclusion of bifacial modules from application of the safeguard tariffs had impaired the remedial effectiveness of the 4-year action proclaimed in Proclamation 9693, and to achieve the full remedial effect envisaged in that action.

6. On November 16, 2021, the United States Court of International Trade held in Solar Energy Industries Association et al. v. United States (SEIA) that the President acted outside of his statutory authority in issuing Proclamation 10101, and enjoined the Government from enforcing that proclamation. This injunction had the effect of reinstating the exclusion of bifacial modules from the safeguard tariffs and lowering the fourth year safeguard tariff to 15 percent. On January 14, 2022, the Government filed a notice of appeal of SEIA to the United States Court of Appeals for the Federal Circuit.

7. On December 8, 2021, in response to petitions by representatives of the domestic industry, the USITC issued its determination and report pursuant to section 204(c) of the Trade Act (19 U.S.C. 2254(c)), finding that safeguard action continues to be necessary to prevent or remedy the serious injury to the domestic industry, and that there is evidence that the domestic industry is making a positive adjustment to import competition (USITC, Crystalline Silicon Photovoltaic Cells, Whether or Not Partially or Fully Assembled Into Other Products, Investigation No. TA-201-75 (Extension)).

8. Section 203(e)(1)(B) of the Trade Act (19 U.S.C. 2253(e)(1)(B)) authorizes the President, after receiving an affirmative determination from the USITC pursuant to section 204(c) of the Trade Act (19 U.S.C. 2254(c)), to extend the effective period of any action taken under section 203 of the Trade Act if the President determines that the action continues to be necessary to prevent or remedy the serious injury, and there is evidence that the domestic industry is making a positive adjustment to import competition.

9. After taking into account the information provided in the USITC’s report and the information received from the public through the process published in the Federal Register on September 30, 2021 (86 FR 54279), pursuant to section 203(e)(1)(B) of the Trade Act (19 U.S.C. 2253(e)(1)(B)), I have determined that the safeguard action on imports of CSPV cells, whether or not partially or fully assembled into other products, continues to be necessary to prevent or remedy the serious injury to the domestic industry, and that there is evidence that the domestic industry is making a positive adjustment to import competition. I have further determined to extend the safeguard measure proclaimed in Proclamation 9693, as modified by Proclamation 10101 (to the extent permitted by law), as follows:
(a) continuation of the TRQ on imports of solar cells not partially or fully assembled into other products described in paragraph 1 of this proclamation for an additional period of 4 years, with unchanging within-quota quantities of 5.0 GW for each year and annual reductions in the rates of duty applicable to goods entered in excess of those quantities of cells in the fifth, sixth, seventh, and eighth years, as described in Annex I to this proclamation;
(b) continuation of the increase in duties on imports of modules described in paragraph 1 of this proclamation for an additional period of 4 years, with annual reductions in the fifth, sixth, seventh, and eighth years, as described in Annex I to this proclamation; and
(c) exclusion of bifacial panels from the extension of duties proclaimed in this paragraph.

10. I have determined that an extension of this safeguard measure will provide greater economic and social benefits than costs.

11. As provided in Proclamation 9693, this safeguard measure shall continue to apply to imports from all countries, except as provided in clause (4) of this proclamation and paragraph 10 of Proclamation 9693.

12. Section 204(a)(2) of the Trade Act (19 U.S.C. 2254(a)(2)) requires the USITC to issue a report on its monitoring of developments with respect to the domestic industry, including the progress and specific efforts made by workers and firms in the domestic industry to make a positive adjustment to import competition, no later than the midpoint of the period of the extension. After I receive that report, I will evaluate whether to reduce, modify, or terminate the safeguard measure pursuant to section 204(b)(1) of the Trade Act (19 U.S.C. 2254(b)(1)).

13. As proclaimed in Proclamation 9693, the in-quota quantity in each year of the TRQ described in paragraph 9 of this proclamation shall be allocated among all countries except those countries the products of which are excluded from such TRQ pursuant to clause (4) of this proclamation or paragraph 10 of Proclamation 9693.

14. In order to address certain technical errors in the HTS, the HTS is modified as set forth in Annex II to this proclamation.
15. Section 604 of the Trade Act (19 U.S.C. 2483) authorizes the President to embody in the HTS the substance of the relevant provisions of that Act, and of other acts affecting import treatment, and actions thereunder, including the removal, modification, continuance, or imposition of any rate of duty or other import restriction.

....

NOW, THEREFORE, I, JOSEPH R. BIDEN JR., President of the United States of America, by the authority vested in me by the Constitution and the laws of the United States, including sections 203, 204, and 604 of the Trade Act, do proclaim that:
(1) In order to extend the measure applicable to imports of CSPV cells, not partially or fully assembled into other products, described in paragraph 1 of this proclamation, subchapter III of chapter 99 of the HTS is modified as set forth in Annex I to this proclamation, subject to clauses (3) and (4) below. Any merchandise subject to the safeguard measure that is admitted into United States foreign trade zones on or after 12:01 a.m. eastern standard time on February 7, 2022, must be admitted as “privileged foreign status” as defined in 19 CFR 146.41, and will be subject upon entry for consumption to any tariffs or quantitative restrictions related to the classification under the applicable HTS subheading.
(2) Except as provided in clause (3) below, imports of CSPV products of World Trade Organization Member countries, as listed in subdivision (b) of Note 18 to subchapter III of chapter 99 of the HTS (Note 18), shall continue to be excluded from the safeguard measure extended by this proclamation, and such imports shall not be counted toward the TRQ limits that trigger the over-quota rates of duties.
(3) If, after the extension proclaimed herein is in effect, the USTR determines that:
(a) the share of total imports of a country listed in subdivision (b) of Note 18 exceeds 3 percent;
(b) imports of the product from all listed countries with less than 3 percent import share collectively account for more than 9 percent of total imports of the product; or
(c) a country listed in subdivision (b) of Note 18 is no longer a developing country for purposes of this proclamation;
the USTR is authorized, upon publication of a notice in the Federal Register, to revise subdivision (b) of Note 18 to remove the relevant country from the list or suspend operation of that subdivision, as appropriate.
(4) I instruct the USTR to enter into negotiations pursuant to section 203(f) of the Trade Act (19 U.S.C. 2253(f)) with Canada and Mexico. In the event that the USTR concludes an agreement that the USTR, in consultation with the Secretary of Commerce and the Secretary of Energy, determines will ensure that imports of Canada or Mexico do not undermine the effectiveness of the action extended through clause (1) of this proclamation, the USTR is authorized, upon publication of a notice in the Federal Register, to revise Note 18 to suspend application of that subdivision, in whole or in part, as appropriate, with respect to imports of Canada or Mexico. If the USTR subsequently determines, in consultation with the Secretary of Commerce and the Secretary of Energy, that such an agreement is not effective, the USTR is authorized, pursuant to section 203(f) of the Trade Act, by publication of a notice in the Federal Register, to revise Note 18 to terminate any previous suspension of the action with respect to imports of Canada or Mexico.
(5) One year after the termination of the safeguard measure established in this proclamation, the U.S. note and tariff provisions established in Annex I to this proclamation shall be deleted from the HTS.
(6) Any provision of previous proclamations and Executive Orders that is inconsistent with the actions taken in this proclamation is superseded to the extent of such inconsistency.
IN WITNESS WHEREOF, I have hereunto set my hand this
fourth day of February, in the year of our Lord two thousand twenty-two, and of the Independence of the United States of America the two hundred and forty-sixth.

Biden extends Trump-era solar tariffs, with several modifications
https://www.cnbc.com/2022/02/04/president-biden-extends-trump-era-solar-tariffs-with-several-modifications-.html
FEBRUARY 4, 2022

Biden admin eases Trump-era solar tariffs but doesn't end them
https://www.reuters.com/business/energy/biden-extends-modifies-trump-era-solar-tariffs-says-official-2022-02-04/
FEBRUARY 4, 2022

Biden says four more years of imported solar panel tariffs, but bifacial get free pass
https://www.solarpowerworldonline.com/2022/02/biden-says-four-more-years-of-imported-solar-panel-tariffs-but-bifacial-get-free-pass/
FEBRUARY 4, 2022

Biden Extends Trump’s Solar Tariffs With Key Exemption
https://time.com/6145139/biden-solar-tariffs/
FEBRUARY 4, 2022

President Biden extends solar tariffs, with major caveats.
https://www.nytimes.com/2022/02/04/business/economy/president-biden-extends-solar-tariffs-with-major-caveats.html
FEBRUARY 4, 2022

Biden Extends Trump’s Solar Tariffs With Key Exemption
https://www.bloomberg.com/news/articles/2022-02-04/biden-extends-trump-solar-tariffs-with-key-exemption
FEBRUARY 4, 2022

Biden Extends Trump’s Solar Tariffs, but Allows More Solar Cells to Enter Duty-Free
https://www.wsj.com/articles/biden-administration-to-extend-trumps-solar-tariffs-for-four-years-11643981863
FEBRUARY 4, 2022

Biden renews Trump tariffs on imported solar panels for 4 years
https://www.ft.com/content/07838d2c-4536-4afd-aba3-0bcbe610de85
FEBRUARY 4, 2022

Biden extends solar panel tariffs with modifications
https://thehill.com/policy/energy-environment/592829-biden-extends-solar-panel-tariffs-with-modifications
FEBRUARY 4, 2022

Biden exempts bifacial modules while extending solar tariffs
https://renewablesnow.com/news/biden-exempts-bifacial-modules-while-extending-solar-tariffs-772050/
FEBRUARY 4, 2022

Så, de forlenger tariff på importerte solcellepanel, utenom bifacial? Hvor er SEIA 'disappointed'? Vil de importere mer fra utlandet?

SEIA representerer mange installatører, det er mange tusen arbeidere. Disse er avhengig av import for å fullføre prosjekter. Siden USA ikke har egen industri på området som dekker behovet. Mener det er derfor.

Solar panel til da være for dyrt å importere slik at det tvinger seg frem en produksjon i US. Og disse som skal lage de kan i prinsippet kjøpe råvarer utenlands men jeg antar det vil være mest kosteffektivt med RECSI :)
Så spørsmålet mitt er til den som måtte ønske svare.
Hvordan skal man komme utenom RECSI i en slik verdikjede? Finnes alternativer?

Jeg er glad for at dette ble vedtatt, men importbeskyttelsen er svekket. La oss bli ærlige. Tariffene er de samme, bifacial er unntatt fra tariffer slik som frem til nå, og Biden han doblet den tariff-frie importkvoten. Fra og med tirsdag kan importører doble mengden de importerer uten å betale noe toll. Beskyttelsen av amerikansk produserte moduler svekkes dessverre.

Ble det ikke akkurat slik Hanwha ønsket det?


Section 201 Tariff Extension Petitions

In early August, Suniva and Auxin Solar, filed a petition asking the International Trade Commission (ITC) to investigate extending the Section 201 tariffs for another four years. Three days later a second petition was filed by Hanwha Q Cells, LG Electronics, and Mission Solar, which also included a request that the Tariff Rate Quota (TRQ) be increased to 5 GW (from the current 2.5 GW). The current Section 201 tariff is 18% and is slated to drop to 0% in February 2022. The ITC is currently collecting data to investigate the petition, and a hearing will be held this fall with a report and recommendation delivered to the president in December 2021.

Vet ikke hvor du fant den, men det er jo faktisk mega bull for HS. De får section 201 akkurat slik de ønsker?

Ja, det var det jeg tenkte også. Har sett det flere steder, men jeg fant det f.eks her: https://www.energystorageconsultants.com/solar-tariff-circumvention/
Og her
https://pv-magazine-usa.com/2021/11/24/itc-says-that-section-201-tariffs-should-be-extended/

Takk for linken, bitene faller sakte men sikker på plass.

Abc nyheter er på ballen

https://www.abcnyheter.no/nyheter/verden/2022/02/04/195822657/kongressen-bevilger-til-forskning-i-hoyteknologi

Ikke helt som de ønsket, hvis jeg ikke har misforstått. De ønsket å inkludere bifacials.

manman01
21.01.2022 kl 02:03
7838
Jeg kan anbefale at læse hvad en af vores største ejere har at sige om dette :)

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

Dette kan være et spill for galeriet, når de selv er importør av bifacials. Vis a vis, de vil ha behov for mer polysilicon som går i favør rec.

Ser ut til at de var opptatt av å inkludere bifacials, ja. Får håpe at de får andre incentiver som kompenserer for dette.

Joe Biden. Author: Gage Skidmore. License: Attribution-ShareAlike 2.0 Generic (CC BY-SA 2.0)
February 4 (Renewables Now) - The Biden Administration today extended the Section 201 tariffs on US imports of crystalline silicon photovoltaic (CSPV) modules for four more years but in a way that benefits project developers favouring bifacial modules.

The administration has decided to exempt two-sided solar panels from the extension of the duties and to also double the allowable import quota for cells to 5 GW.

“I have determined that the safeguard action on imports of CSPV cells, whether or not partially or fully assembled into other products, continues to be necessary to prevent or remedy the serious injury to the domestic industry, and that there is evidence that the domestic industry is making a positive adjustment to import competition,” the proclamation from President Joe Biden reads.

The tariffs were introduced by former President Donald Trump in 2018, starting at 30% and decreasing gradually each year until reaching 15% in the final year. They were scheduled to expire this month.

Abigail Ross Hopper, the president and CEO of the Solar Energy Industries Association (SEIA), expressed an opinion that the administration has come up with a balanced solution in upholding the exclusion for bifacial panels and increasing the tariff rate quota for cells.

“While we are disappointed with the decision to extend Section 201 tariffs on imported solar cells and panels, we are grateful to the Biden administration for clearly considering the range of issues affected by this decision,” she said.

In turn, the president and CEO of the American Council on Renewable Energy (ACORE), Gregory Wetstone, stated that he is encouraged by the newly-announced modifications.

“Excluding bifacial solar panels and raising the annual limit on duty-free solar cell imports to 5 GW are reasonable steps that will help our clean energy sector to continue growing at the rate we need to reach our climate goals. In the long-term, however, we must focus our efforts on growing the robust domestic supply chain needed to accelerate the energy transition, including enactment of the clean energy manufacturing incentives found in the Build Back Better Act,” Wetstone added.

Forkert tråd dolly, det her er om Section 201

Biden extends Trump-era solar tariffs, but loosens some
https://www.washingtonpost.com/politics/biden-extends-trump-era-solar-tariffs-but-loosens-some/2022/02/04/d33daa24-85d9-11ec-951c-1e0cc3723e53_story.html
FEBRUARY 4, 2022

Biden will extend solar tariffs, with key exemption for first 5 GW/year of solar cells
https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/020422-biden-will-extend-solar-tariffs-with-key-exemption-for-first-5-gwyear-of-solar-cells
FEBRUARY 4, 2022
"
..
Solar manufacturers, however, expressed disappointment.

"The decision to exclude bifacial modules and to expand the tariff rate quota on cells reduces the value of the safeguard to not much more than the paper it is written on," Auxin Solar LLC CEO Mamun Rashid said in a statement. "Gutting the safeguard this way makes it almost impossible to believe that we will ever produce solar cells, solar wafers, or polysilicon for solar production in this country ever again. This decision undermines our energy independence and our national security."

Andy Munro, general counsel for Q CELLS America, said the administration's decision would "make it meaningfully harder to create good-paying solar manufacturing jobs in the U.S. and build our clean energy future in America."

"We encourage the White House to leverage tools like the Buy American Act to support domestic solar manufacturing and work with Congress to quickly enact the Solar Energy Manufacturing for America Act to ensure our clean energy future is made in America and our supply chains are not at risk," Munro said in a statement.
"


___________

BROWN, PORTMAN, KAPTUR, RYAN RELEASE STATEMENT FOLLOWING ADMINISTRATION’S EXCLUSION OF BIFACIAL SOLAR PANELS FROM 201 TARIFF EXTENSIONS
https://www.brown.senate.gov/newsroom/press/release/brown-portman-kaptur-ryan-statement-administrations-exclusion-bifacial-solar-panels-201-tariff-extensions
FEBRUARY 4, 2022
"
WASHINGTON, D.C. – Today, following the news of the Biden-Harris administration’s exclusion of bifacial solar panels from 201 tariffs, U.S. Senators Sherrod Brown (D-OH) and Rob Portman (R-OH), along with U.S. Representatives Marcy Kaptur (D-OH-9) and Tim Ryan (D-OH-13) jointly issued the following statement:

“This is a disappointing, misguided decision. The administration is missing the best opportunity in a generation to ensure the United States leads the way in manufacturing solar supply chain components. Excluding bifacial modules from the solar tariffs undermines American workers and manufacturers at a moment when domestic solar production is poised to dramatically expand.”

Roughly 80 percent of solar panels are made in China. The Chinese government has a long history of heavily subsidizing its solar enterprises and dumping solar panels made with exploited workers into other markets in order to gain market share. These kinds of products should not enter the United States duty free.
"

Ser ikke lyst ut for Rec dette.

Jepp, dette var slettes ikke bra for Rec sin del. Ser også at Hanwha ikke var veldig fornøyd med avgjørelsen. Det vil seg rett og slett ikke. Blir nok 12-tallet til uka hvis vi ikke får noe News.

Hvorfor ikke? Jeg er ikke enig.. Dersom dette ikke ble videreført ville det klart vært negativt. Vi ønsker vel alle at det skal tas i bruk mer solar i USA og resten av verden? USA er pr i dag ikke i stand til å dekke egen økning i bruk av solar med egenproduserte paneler. Det ligger et stykke frem i tid, uansett hvor mye det legges til rette for en komplett produksjonskjede i USA (eller i alle uavhengig av Kina). Mens vi venter, er det riktig å muliggjøre satsing på sol fremfor fossile energikilder. Foreløpig er USA avhengig av å importere det de selv ikke produserer. De andre pakkene derimot vil nok være langt viktigere for å stimulere oppbyggingen av en ikke-kinesisk kjede samtidig som en her tillater import av det som trengs. Tror jeg ☀️

https://finansavisen.no/nyheter/bil/2022/02/05/7814217/kutter-kraftig-i-produksjonen-fra-neste-uke

Hvor vanskelig er det. Produksjonen må kraftig opp i halvleder industrien. Bilindustrien er veldig klar for omstilling hvor batteriene har en sentral rolle i en enorm utvikling.
For utviklingsland i en verdikjede er tid veldig mye penger. Kanskje kommer Aramco 💵💵💰på banen…håper det!

Aramco må snart på banen om de ikke skal komme sist i køen. Fordelen er at de har så pass mye midler at de har slagkraft i anskaffelsene de velger.. På den grønne veien

For alle de som trenger lesestoff i helgen så anbefales det å lese denne artikkelen for å forstå hva som ligger bak avgjørelsen:

https://www.solarpowerworldonline.com/2022/02/biden-says-four-more-years-of-imported-solar-panel-tariffs-but-bifacial-get-free-pass/

Noen som gidder å forklare på norsk hva dette direkte vil si for rec?

Tror veldig enkelt forklart så er produksjon av solpaneler for lav samtidig som at import er med på å muliggjøre nye prosjekter fordi det er billigere. Markedet er der for solindustrien og den er økende. Nå har de som investerer fått det de ønsker. Det neste nå bør være å bygge opp egen produksjon. Skatteletter på investeringer, subsidiering og krav om å kjøpe amerikansk produserte produkter kan ligge som fremtidige tiltak.

Republikanerne er vel ganske imot Kina og Pro USA er dem ikke? Burde være mulig å få igjennom noe politikk som gagner produksjon og etablering i USA samt svekker import muligheter.

Skulle tro det hvertfall. Er vel en grunn til at Trump og Co innførte denne 201 greia i utgangspunktet.

Her må man se flere ting i sammenheng. Biden ønsker så klart å styrke amerikansk verdikjede og sikre jobber, men inntil videre så er de fremdeles avhengig av import for å nå Bidens ambisiøse klimamål. Neste steg blir å tilrettelegge for utvikling av egen verdikjede i USA, det kommer også frem som del av Uttalelsen fra Q CELLS:
We encourage the White House to leverage tools like the Buy American Act to support domestic solar manufacturing and work with Congress to quickly enact the Solar Energy Manufacturing for America Act to ensure our clean energy future is made in America and diversify the solar supply chain.

Her kommer The America COMPETES Act in i bilde som det jobbes på spreng med for å få gjennom. In order to reduce the country’s reliance on the Chinese solar supply chain, the Act will invest in domestic solar component manufacturing. The Act authorizes $3 billion to fund the establishment of a domestic solar manufacturing supply chain.

Republikanerene er ikke imot dette, de er imot alt som har med sosiale goder å gjøre, derfor BBB ikke gikk igjennom.

Jepp, derfor burde dem skille ut den grønne delen ASAP å få den igjennom. Så har de oppnådd noe.

The United States is expected to install 30 GW of solar in 2022 and 32 GW in 2023. If working at full capacity, domestic panel manufacturers (including thin-film) can only supply less than 8 GW. And with no domestic solar cell manufacturers, all U.S. module makers must import crystalline silicon solar cells.

Forstå det den som vil.


Edit ; absolutt alle venter på pengestøtte/goder

China says US Section 201 extension will distort international trade
https://www.pv-tech.org/china-says-us-section-201-extension-will-distort-international-trade/
FEBRUARY 7, 2022

The Solar Panel Decision and Signs of a Functional Congress
https://www.csis.org/analysis/solar-panel-decision-and-signs-functional-congress
FEBRUARY 7, 2022
"
..
In the end, the president produced a split decision. He continued the tariffs on panels at nearly the same level but increased the volume of solar cells that could be imported without the additional tariffs, and he excluded two-sided, or bifacial, panels from the tariffs. Those are primarily used in utility-scale solar projects. As is true with most compromises, both sides were unhappy, although in the end, the domestic manufacturers may end up better off if Customs and Border Protection aggressively enforces the new forced labor rules.
..
"

Hehehe

US solar tariff: Boon for South Korea, blow for China
http://m.koreaherald.com/amp/view.php?ud=20220210000666
FEBRUARY 10, 2022
“
..
For Hanwha Q Cells and LG Electronics, which have solar cell and panel factories in the US, the extension of the tariff is expected to help them maintain their dominant status in the North American market and spare them from the cutthroat competition with cheap Chinese products.

“It’s good news that Korean companies don’t have to compete against cheap Chinese solar panels. The tariff will allow them to stay competitive in the US market,” an industry official said.

Hanwha Q Cells and LG Electronics face an even brighter future as the US prepares a massive stimulus package to nurture its domestic solar industry.

Within the first half of this year, the US is expected to pass a bill called SEMA, or Solar Energy Manufacturing for America Act. If passed, the bill will provide tax deductions for all solar cells and modules produced on American soil until 2030. In addition, the bill will provide massive subsidies for new factories.

Analysts project that Hanwha Q Cells, for instance, will benefit by 100 billion won ($83.61 million) from SEMA every year. Expecting the bill to pass, Hanwha Q Cells recently acquired a 16.67 percent stake in REC Silicon ASA, a Norwegian firm that manufactures polysilicon in the US. Polysilicon is the basic raw material used to manufacture solar cells and panels.
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