[EXTENDED, MODIFIED] Solar Safeguard Extension Review: Megatråd
"
..
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
___
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.
___
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 )
___
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
___
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.
..
"
___
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 :)
____
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
..
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
___
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.
___
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 )
___
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
___
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.
..
"
___
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 :)
____
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
Xpat1
10.02.2022 kl 21:03
1112
Sikkert fordi den var en del av BBB og ikke behandlet stand alone. Har ikke sjekket noen av de andre Acts som også lå i BBB, men antar de også har samme status som SEMA.
manman01
10.02.2022 kl 13:35
1467
Bare hygge, allesammen (:
Googling er mit speciale, hvor tamt det nu end lyder. Der er mange herinde med dyb kundskab om mange ting jeg ikke fatter en brik af (:
Det er godt vi kan hjælpe hinanden, så vi kan få en bedre forståelse, og dermed træffe bedre beslutninger (:
Googling er mit speciale, hvor tamt det nu end lyder. Der er mange herinde med dyb kundskab om mange ting jeg ikke fatter en brik af (:
Det er godt vi kan hjælpe hinanden, så vi kan få en bedre forståelse, og dermed træffe bedre beslutninger (:
"Jumpstart ML", og eventuelt kjøp av nabotomta. Hvis disse to annonseres rimelig samtidig, så smeller det i kakeboksen:)
Litt usikker på hvor lang tid det tar å få nabobygget klart for produksjon av wafer, men det kan jo sammenfalle med tiden det tar å få ML i full drift.
Nei, nå drar vi oss utenfor trådstarter, men klarte ikke dy meg.
Lykke til alle mann.
Litt usikker på hvor lang tid det tar å få nabobygget klart for produksjon av wafer, men det kan jo sammenfalle med tiden det tar å få ML i full drift.
Nei, nå drar vi oss utenfor trådstarter, men klarte ikke dy meg.
Lykke til alle mann.
Redigert 10.02.2022 kl 12:05
Du må logge inn for å svare
Med import-restriksjoner og ulike former for subsidier i alle leddene av verdikjeden samt en betydelig markedsandel på hjemmemarkedet kan sikkert det å sikre egen wafer produksjon og derved ha kontroll over hele verdikjeden bli fantastisk lukrativt - iallfall i mange år framover. Men, det gjelder å komme i gang så fort som mulig nå.
Ja, nesten utrolig at vi ligger kursmessig der vi er, men den kommer når den kommer..
Sørlie hadde et inlnegg på annen tråd, hvor han hadde fått svar på e-post til lokalavisa, og det kom frem at kortene holdes tett inntil brystet, både når det gjelder nabotomta og Warnick Bill. Vil tro at Warnick Bill vil ha lettest for å gå gjennom i staten Washington som er styrt av demokrater, så får SEMA og forhåpentligvis hele BB komme etterhvert.
Jeg har en aldri så liten formening om at HS eller REC starter opp wafer på nabotomta. Det hadde vært gull.
https://finansavisen.no/forum/thread/146261/view/4243862
Sørlie hadde et inlnegg på annen tråd, hvor han hadde fått svar på e-post til lokalavisa, og det kom frem at kortene holdes tett inntil brystet, både når det gjelder nabotomta og Warnick Bill. Vil tro at Warnick Bill vil ha lettest for å gå gjennom i staten Washington som er styrt av demokrater, så får SEMA og forhåpentligvis hele BB komme etterhvert.
Jeg har en aldri så liten formening om at HS eller REC starter opp wafer på nabotomta. Det hadde vært gull.
https://finansavisen.no/forum/thread/146261/view/4243862
DjTao
10.02.2022 kl 11:40
1933
Hvis du går inn på linken så står det at SEMA kun er introdusert. Den står ikke med status som at den har gått gjennom huset.
https://www.congress.gov/bill/117th-congress/house-bill/5423?s=1&r=28
https://www.congress.gov/bill/117th-congress/house-bill/5423?s=1&r=28
Redigert 10.02.2022 kl 11:41
Du må logge inn for å svare
Dersom man legger til grunn at Hanwha har årlige fordeler på $84 mill (dette alene dekker utgiften til REC akjser etter et par år) og at REC får en skattefordel verdt 3 $/kg, så kan vel analytikere dra fram kalkulatoren igjen... Med delvis utestenging av internasjonal konkurranse er jeg nesten sikker på at de neste par årene er glimrende for å sette igang nyinvesteringer i den amerikanske solar-kjeden, bl.a wafer. Vi kan være veldig nære store nyheter.
I tillegg kommer batterier....oj oj oj :)
I tillegg kommer batterier....oj oj oj :)
Xpat1
10.02.2022 kl 11:05
2157
Kongressen består av huset og senatet. BBB gikk gjennom i huset, men ikke senatet. Må gjennom kongressen (begge kamre) før den havner på POTUS sin pult for eventuell veto/signatur.
SEMA er del av BBB pakken, og BBB ble vedtatt i kongressen 19.11.2021.
Alle vet jo hvor mye frem og tilbake det har vært med den etter dette, så vi kan håpe på at SEMA blir dratt ut av BBB, og banket gjennom for seg selv...
Alle vet jo hvor mye frem og tilbake det har vært med den etter dette, så vi kan håpe på at SEMA blir dratt ut av BBB, og banket gjennom for seg selv...
Nsxnsx
10.02.2022 kl 10:57
2229
Der løftet du kursen med 30 øre alene :) gang det med 420 mill :) :)
DjTao
10.02.2022 kl 10:50
2317
I følge denne linken fra senatoren som introduserte SEMA, så ble den vedtatt av kongressen 19.11.21
https://www.ossoff.senate.gov/press-releases/news-u-s-house-passes-sen-ossoffs-solar-energy-manufacturing-for-america-act/
Men når man sjekker status på denne siden som jeg antar er den offisielle for kongressen, så står det at den ikke har gått gjennom enda
https://www.congress.gov/bill/117th-congress/house-bill/5423?s=1&r=28
Noen som har noe supplerende info om hva status på SEMA er i dag?
https://www.ossoff.senate.gov/press-releases/news-u-s-house-passes-sen-ossoffs-solar-energy-manufacturing-for-america-act/
Men når man sjekker status på denne siden som jeg antar er den offisielle for kongressen, så står det at den ikke har gått gjennom enda
https://www.congress.gov/bill/117th-congress/house-bill/5423?s=1&r=28
Noen som har noe supplerende info om hva status på SEMA er i dag?
Redigert 10.02.2022 kl 10:51
Du må logge inn for å svare
Tusen takk for at du hoster frem alt dette, Manman:)
Setter umåtelig pris på dette!
Her kom det virkelig frem at både HS har store planer med REC.
Setter umåtelig pris på dette!
Her kom det virkelig frem at både HS har store planer med REC.
Nsxnsx
10.02.2022 kl 10:44
2379
Lett å skjønne hvorfor de betalte 20,- pr aksje når denne info kommer frem.....men godt det bare er oss "få" her inne som får det med seg.
Voleon får det tøft snart.....herlig :)
Voleon får det tøft snart.....herlig :)
Fantastisk Manman!!!
Nsxnsx
10.02.2022 kl 10:36
2077
Halleluja :)
Du er GULL verdt :) fantastisk at vi får slike nyheter før ALLE andre....som ikke er på forumet. F.eks analytikere :)
Du er GULL verdt :) fantastisk at vi får slike nyheter før ALLE andre....som ikke er på forumet. F.eks analytikere :)
Herlig å lese <3
manman01
10.02.2022 kl 10:31
2134
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.
..
“
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.
..
“
manman01
08.02.2022 kl 06:53
2831
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.
..
"
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.
..
"
manman01
07.02.2022 kl 16:42
3337
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
https://www.pv-tech.org/china-says-us-section-201-extension-will-distort-international-trade/
FEBRUARY 7, 2022
Trollstuket
05.02.2022 kl 12:22
4255
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
Forstå det den som vil.
Edit ; absolutt alle venter på pengestøtte/goder
Redigert 05.02.2022 kl 12:27
Du må logge inn for å svare
Jepp, derfor burde dem skille ut den grønne delen ASAP å få den igjennom. Så har de oppnådd noe.
Republikanerene er ikke imot dette, de er imot alt som har med sosiale goder å gjøre, derfor BBB ikke gikk igjennom.
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.
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.
Redigert 05.02.2022 kl 12:17
Du må logge inn for å svare
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.
Skulle tro det hvertfall. Er vel en grunn til at Trump og Co innførte denne 201 greia i utgangspunktet.
Redigert 05.02.2022 kl 12:00
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Svenn_13
05.02.2022 kl 11:38
4544
Slettet brukerskrev 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.
Noen som gidder å forklare på norsk hva dette direkte vil si for rec?
Svenn_13
05.02.2022 kl 11:16
4696
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/
https://www.solarpowerworldonline.com/2022/02/biden-says-four-more-years-of-imported-solar-panel-tariffs-but-bifacial-get-free-pass/
Skalleknarp
05.02.2022 kl 10:47
4856
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
Redigert 05.02.2022 kl 10:49
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Bullinvestor
05.02.2022 kl 10:30
4982
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!
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!
Redigert 05.02.2022 kl 10:40
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solfylt
05.02.2022 kl 10:29
4990
ShoeShineBoy skrev Ser ikke lyst ut for Rec dette.
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 ☀️
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.
manman01
05.02.2022 kl 10:05
5149
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.
"
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.
"
Redigert 05.02.2022 kl 10:05
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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.
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.
Bi
05.02.2022 kl 08:56
5496
Ser ut til at de var opptatt av å inkludere bifacials, ja. Får håpe at de får andre incentiver som kompenserer for dette.
Trollstuket
05.02.2022 kl 07:34
5727
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.
Xpat1
05.02.2022 kl 00:05
6141
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
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
Dolly
04.02.2022 kl 23:31
6316