[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
manman01
17.01.2022 kl 18:25
10396
U.S. DOJ appeals against the reinstatement of bifacial panel exemption from Section 201 tariffs
https://pvbuzz.com/doj-appeals-against-bifacial-panel-exemption-section-201-tariffs/
JANUARY 17, 2022
Department of Justice appeals ITC’s Section 201 ruling
https://pv-magazine-usa.com/2022/01/17/department-of-justice-appeals-itcs-section-201-ruling/
JANUARY 17, 2022
https://pvbuzz.com/doj-appeals-against-bifacial-panel-exemption-section-201-tariffs/
JANUARY 17, 2022
Department of Justice appeals ITC’s Section 201 ruling
https://pv-magazine-usa.com/2022/01/17/department-of-justice-appeals-itcs-section-201-ruling/
JANUARY 17, 2022
manman01
21.01.2022 kl 00:14
9548
Rosen Leads Letter to President Biden in Opposition to Extending Job-Killing Solar Tariffs
https://www.rosen.senate.gov/rosen-leads-letter-president-biden-opposition-extending-job-killing-solar-tariffs
JANUARY 20, 2022
Bipartisan group of eight US Senators urge President Biden not to extend solar tariffs
https://pv-magazine-usa.com/2022/01/20/bipartisan-group-of-eight-us-senators-urge-president-biden-not-to-extend-solar-tariffs/
JANUARY 20, 2022
https://www.rosen.senate.gov/rosen-leads-letter-president-biden-opposition-extending-job-killing-solar-tariffs
JANUARY 20, 2022
Bipartisan group of eight US Senators urge President Biden not to extend solar tariffs
https://pv-magazine-usa.com/2022/01/20/bipartisan-group-of-eight-us-senators-urge-president-biden-not-to-extend-solar-tariffs/
JANUARY 20, 2022
manman01
21.01.2022 kl 00:16
9639
Portman, Brown, Rubio, Casey, Braun, Marshall Urge President Biden to Extend Safeguard Tariffs on Foreign Solar Panels
https://www.portman.senate.gov/newsroom/press-releases/portman-brown-rubio-casey-braun-marshall-urge-president-biden-extend
JANUARY 20, 2022
https://www.portman.senate.gov/newsroom/press-releases/portman-brown-rubio-casey-braun-marshall-urge-president-biden-extend
JANUARY 20, 2022
xray292
21.01.2022 kl 01:20
9523
Gjett om! Uten tariff vil det være utfordrende for usa å bygge egen verdikjede.
Xpat1
21.01.2022 kl 01:48
9480
Takk for svar. Tenkte kanskje Kina ville fjerne tariffer på poly hvis US fjernet tariffer på paneler, men vi ønsker oss heller mer en ny verdikjede?
manman01
21.01.2022 kl 02:03
9492
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
fra
https://finansavisen.no/forum/post/4103498
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
fra
https://finansavisen.no/forum/post/4103498
DjTao
21.01.2022 kl 07:52
9226
Jeg antar at du regner med USA fortsetter ned Tariffen Manman.
Det virker jo mest logisk ift til at USA skal kunne stable på beina sin egen komplette verdikjede innen produksjon av solenergi. Detter vel og et politisk mål for Biden administrasjonen at de skal skape jobber industri jobber innen fornybart i USA.
Samtidig er vel argumentet til selskapene som bygger solparker og andre at det tar for lang tid å bygge opp innenlands produksjon. Amerikanerne trenger tilgang på mer strøm nå og de er nødt til å kutte på CO2 utslipp raskt for å nå målsetningene i Paris avtalen. Det klarer de ikke hvis de ikke øker utviklingen av nye solparker massivt og for å få til det er de enn så lenge avhengige av å importere solceller.
Det virker jo mest logisk ift til at USA skal kunne stable på beina sin egen komplette verdikjede innen produksjon av solenergi. Detter vel og et politisk mål for Biden administrasjonen at de skal skape jobber industri jobber innen fornybart i USA.
Samtidig er vel argumentet til selskapene som bygger solparker og andre at det tar for lang tid å bygge opp innenlands produksjon. Amerikanerne trenger tilgang på mer strøm nå og de er nødt til å kutte på CO2 utslipp raskt for å nå målsetningene i Paris avtalen. Det klarer de ikke hvis de ikke øker utviklingen av nye solparker massivt og for å få til det er de enn så lenge avhengige av å importere solceller.
Redigert 21.01.2022 kl 08:51
Du må logge inn for å svare
Stabukk
21.01.2022 kl 08:02
9230
Det er vel i begynnelsen av februar Biden-administrasjonen må ta et standpunkt?
manman01
21.01.2022 kl 09:13
9037
Jeg ser den gerne fortsætte, ja :)
Der er nemlig ikke meget ved at bygge solparker for at undgå CO2 udslip, når panelerne kommer fra Kina :(
Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal
https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770
JULY 31, 2021
Der er nemlig ikke meget ved at bygge solparker for at undgå CO2 udslip, når panelerne kommer fra Kina :(
Behind the Rise of U.S. Solar Power, a Mountain of Chinese Coal
https://www.wsj.com/articles/behind-the-rise-of-u-s-solar-power-a-mountain-of-chinese-coal-11627734770
JULY 31, 2021
Compilation20
21.01.2022 kl 09:47
8965
Ref:
Som vist i kommentarene til USTR,5
Q CELLER USA
har investert betydelige ressurser i solenergiproduksjon i USA, inkludert i bifacial
moduler, som svar på seksjon 201 lettelse. Q CELLS har også investert i innenlandsk polysilisium
produksjon (REC) og vurderer ytterligere investeringer i solenergiforsyningskjeden. Samtidig er
samlet innenlandsk solenergi industri har opplevd eksplosiv vekst under beskyttelse og vilje
fortsette å vokse hvis lettelsen utvides, i motsetning til spådommene til motstandere av beskyttelsen
at lettelser i § 201 vil redusere etterspørselen.
Som vist i kommentarene til USTR,5
Q CELLER USA
har investert betydelige ressurser i solenergiproduksjon i USA, inkludert i bifacial
moduler, som svar på seksjon 201 lettelse. Q CELLS har også investert i innenlandsk polysilisium
produksjon (REC) og vurderer ytterligere investeringer i solenergiforsyningskjeden. Samtidig er
samlet innenlandsk solenergi industri har opplevd eksplosiv vekst under beskyttelse og vilje
fortsette å vokse hvis lettelsen utvides, i motsetning til spådommene til motstandere av beskyttelsen
at lettelser i § 201 vil redusere etterspørselen.
manman01
21.01.2022 kl 18:19
8647
CPA Applauds Bipartisan Senate Letter Supporting Extension Section 201 Solar Safeguard Tariffs, Ending Bifacial Exclusion Loophole
https://prosperousamerica.org/cpa-applauds-bipartisan-senate-letter-supporting-extension-of-201-solar-safeguard-tariffs-ending-bifacial-exclusion-loophole/
JANUARY 20, 2022
https://prosperousamerica.org/cpa-applauds-bipartisan-senate-letter-supporting-extension-of-201-solar-safeguard-tariffs-ending-bifacial-exclusion-loophole/
JANUARY 20, 2022
manman01
25.01.2022 kl 19:49
8139
Rubio Joins Bipartisan Colleagues In Urging President Biden To Renew Safeguard Tariffs On Solar Panels Manufactured In China
https://www.rubio.senate.gov/public/index.cfm/2022/1/rubio-joins-bipartisan-colleagues-in-urging-president-biden-to-renew-safeguard-tariffs-on-solar-panels-manufactured-in-china
JANUARY 25, 2022
"
Washington, D.C. — U.S. Senator Marco Rubio (R-FL) joined Senators Rob Portman (R-OH), Sherrod Brown (D-OH), Bob Casey (D-PA), Mike Braun (R-IN), and Roger Marshall (R-KS) in sending a letter to President Joe Biden urging him to heed the unanimous recommendation of the International Trade Commission (ITC) and extend the Section 201 safeguard tariffs on Chinese-manufactured solar panels for another four years.
In May 2017, U.S. solar panel manufacturers filed a Section 201 safeguard petition with the ITC, seeking global tariffs in response to surges of solar panels, particularly from China. The ITC unanimously found that surging imports had injured U.S. solar panel producers. In January 2018, President Trump concurred with the ITC recommendation to impose a four year safeguard measure on foreign solar panels. With the safeguard set to expire, and the ITC recommending the renewal of safeguard tariffs, it is up to the Biden Administration to extend the tariffs for another four years to protect American solar panel manufacturers. In the letter, the senators noted that it is vital for the extended safeguard to apply to bifacial solar modules, which are currently not subject to the current tariff regime. The importation of Chinese-manufactured bifacial solar panels is also causing serious harm to domestic solar manufacturers.
“American solar manufacturing should be a key part of the clean energy economy, but despite the United States leading the world in solar research and development, China’s exploitative industrial and trade practices continue to hinder the growth of a strong U.S. solar supply chain,” the senators wrote. “We can only build that capacity if our trade laws are utilized and enforced to the fullest extent possible. Doing so will support American workers and businesses, promote fair trade, minimize the environmental impacts of solar manufacturing and reduce global supply chain reliance on forced labor.”
"
https://www.rubio.senate.gov/public/index.cfm/2022/1/rubio-joins-bipartisan-colleagues-in-urging-president-biden-to-renew-safeguard-tariffs-on-solar-panels-manufactured-in-china
JANUARY 25, 2022
"
Washington, D.C. — U.S. Senator Marco Rubio (R-FL) joined Senators Rob Portman (R-OH), Sherrod Brown (D-OH), Bob Casey (D-PA), Mike Braun (R-IN), and Roger Marshall (R-KS) in sending a letter to President Joe Biden urging him to heed the unanimous recommendation of the International Trade Commission (ITC) and extend the Section 201 safeguard tariffs on Chinese-manufactured solar panels for another four years.
In May 2017, U.S. solar panel manufacturers filed a Section 201 safeguard petition with the ITC, seeking global tariffs in response to surges of solar panels, particularly from China. The ITC unanimously found that surging imports had injured U.S. solar panel producers. In January 2018, President Trump concurred with the ITC recommendation to impose a four year safeguard measure on foreign solar panels. With the safeguard set to expire, and the ITC recommending the renewal of safeguard tariffs, it is up to the Biden Administration to extend the tariffs for another four years to protect American solar panel manufacturers. In the letter, the senators noted that it is vital for the extended safeguard to apply to bifacial solar modules, which are currently not subject to the current tariff regime. The importation of Chinese-manufactured bifacial solar panels is also causing serious harm to domestic solar manufacturers.
“American solar manufacturing should be a key part of the clean energy economy, but despite the United States leading the world in solar research and development, China’s exploitative industrial and trade practices continue to hinder the growth of a strong U.S. solar supply chain,” the senators wrote. “We can only build that capacity if our trade laws are utilized and enforced to the fullest extent possible. Doing so will support American workers and businesses, promote fair trade, minimize the environmental impacts of solar manufacturing and reduce global supply chain reliance on forced labor.”
"
Takk igjen manman. Slipper jo å jobbe selv. !
Her blir all info. automatisk servert. (Å gi er å få- som vi sier i AA :-) )
Nå bygger det seg virkelig opp- mer og mer. Skal vi si at innen 3 uker så vet vi mye mye mer.
Her blir all info. automatisk servert. (Å gi er å få- som vi sier i AA :-) )
Nå bygger det seg virkelig opp- mer og mer. Skal vi si at innen 3 uker så vet vi mye mye mer.
manman01
25.01.2022 kl 21:22
7903
Hehe, det er en fornøjelse som altid - mange tak for at læse med! (:
Vi burde som det mindste vide hvad afgørelsen på Section 201 sol tarifferne bliver haha. Jeg vil da tro at Hanwha venter med et es i ærmet, nu når de har brugt så meget energi på dette (:
Vi burde som det mindste vide hvad afgørelsen på Section 201 sol tarifferne bliver haha. Jeg vil da tro at Hanwha venter med et es i ærmet, nu når de har brugt så meget energi på dette (:
manman01
30.01.2022 kl 12:09
7509
Afgørelse på denne i den kommende uge. Jeg for en ser frem til det - det skal nok blive spændende!
(ref: https://www.usitc.gov/publications/other/pub5266.pdf side 13)
Jeg tillader mig at X-post den nyeste sidste jeg har kunne finde, som blev delt af Trollstuket på nyhedstråden :)
___
Trollstuket
27.01.2022 kl 23:38
2174
Dette lover godt.
Les og NYT ;)
https://www.reuters.com/business/energy/exclusive-white-house-mulls-extension-trump-era-solar-tariffs-with-tweaks-2022-01-27/
____
(ref: https://www.usitc.gov/publications/other/pub5266.pdf side 13)
Jeg tillader mig at X-post den nyeste sidste jeg har kunne finde, som blev delt af Trollstuket på nyhedstråden :)
___
Trollstuket
27.01.2022 kl 23:38
2174
Dette lover godt.
Les og NYT ;)
https://www.reuters.com/business/energy/exclusive-white-house-mulls-extension-trump-era-solar-tariffs-with-tweaks-2022-01-27/
____
Redigert 30.01.2022 kl 12:21
Du må logge inn for å svare
Noe jeg ikke får med meg her? Greier ikke helt å lese og nyte denne? Forstår jeg det riktig at dette må være politikk på sitt «beste» de forlenger tariffen, men utvider import mengden til langt over det usa «greier» å importere? Håper noen forteller meg at jeg har feil.
I tillegg ser det ut som om bifacial skal kunne importeres.
I tillegg ser det ut som om bifacial skal kunne importeres.
Intravenøsiu
31.01.2022 kl 09:23
6728
5Gw er vel ca 25% av det Amerikanske markedet anno 2021 , om jeg ikke husker feil.
DjTao
31.01.2022 kl 09:30
6666
Det vil ikke være bra slik jeg forstår det om bifacial panels ikke blir ilagt toll. Her kan dere lese Hanwa sin posisjon:
Solar accounts for over 30% of new power built in the United States over the last five years. The Section 201 safeguard has driven hundreds of million in investment and created thousands of jobs across the United States. Thus, the revitalization of the U.S solar module industry is a direct consequence of the Section 201 relief on imported solar modules. If the safeguard is not extended, Q CELLS USA and other CSPV plants may not be able to sustain production of solar modules, achieve long-term economic viability through increased production, and continue contributing to the growth of the U.S. solar industry. Similarly, an extension of Section 201 relief that allows bifacial modules to be excluded from relief would render the safeguard ineffective in achieving the original policy goals.
Extending Section 201 relief for four years with a minimal step down in rates and an increase in the TRQ would have positive effects on U.S. CSPV cell and module manufacturing - through increased production and sales, incentivizing investment in U.S. capacity, increased employment in manufacturing industry – and no negative impact on demand. On behalf of Q CELLS USA and the employees who rely on solar manufacturing jobs, we respectfully ask the President to impose these remedies.
Solar accounts for over 30% of new power built in the United States over the last five years. The Section 201 safeguard has driven hundreds of million in investment and created thousands of jobs across the United States. Thus, the revitalization of the U.S solar module industry is a direct consequence of the Section 201 relief on imported solar modules. If the safeguard is not extended, Q CELLS USA and other CSPV plants may not be able to sustain production of solar modules, achieve long-term economic viability through increased production, and continue contributing to the growth of the U.S. solar industry. Similarly, an extension of Section 201 relief that allows bifacial modules to be excluded from relief would render the safeguard ineffective in achieving the original policy goals.
Extending Section 201 relief for four years with a minimal step down in rates and an increase in the TRQ would have positive effects on U.S. CSPV cell and module manufacturing - through increased production and sales, incentivizing investment in U.S. capacity, increased employment in manufacturing industry – and no negative impact on demand. On behalf of Q CELLS USA and the employees who rely on solar manufacturing jobs, we respectfully ask the President to impose these remedies.
manman01
31.01.2022 kl 09:47
6558
Jeg kan give et længere svar når jeg ikke er på job - men kan kort smide ind and DOJ har appeleret bifacial panel sagen, så de også gælder (såfremt det slår igennem)
Ref
US DOJ appeals Section 201 bifacial exemption repeal
https://www.pv-tech.org/us-doj-appeals-section-201-bifacial-exemption-repeal/
JANUARY 16, 2022
Ref
US DOJ appeals Section 201 bifacial exemption repeal
https://www.pv-tech.org/us-doj-appeals-section-201-bifacial-exemption-repeal/
JANUARY 16, 2022
Redigert 31.01.2022 kl 09:47
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Unntaket som de legger opp til i 201 tariffen for bi-facial panels, er nok for å dempe klagestormen fra installatør firmaene som ikke får tak i nok paneler.
I artikkelen under, så kan disse 5GW med import stemme godt for å dekke opp for mankoen de ser for seg i USA i 2022.
Innenlands produksjon i USA klarer ikke demme opp for etterspørselen, selv med ML og QCells som drar i gang maskineriet.
Her tror jeg myndighetene tilfredsstiller begge parter med noe import, og resten fra innenlands produksjon.
https://www.eia.gov/todayinenergy/detail.php?id=50818
Solar. We expect U.S. utility-scale solar generating capacity to grow by 21.5 GW in 2022. This planned new capacity would surpass last year’s 15.5 GW of solar capacity additions, an estimate based on reported additions through October (8.7 GW) and additions scheduled for the last two months of 2021 (6.9 GW). Most planned solar additions in 2022 will be in Texas (6.1 GW, or 28% of the national total), followed by California (4.0 GW).
I artikkelen under, så kan disse 5GW med import stemme godt for å dekke opp for mankoen de ser for seg i USA i 2022.
Innenlands produksjon i USA klarer ikke demme opp for etterspørselen, selv med ML og QCells som drar i gang maskineriet.
Her tror jeg myndighetene tilfredsstiller begge parter med noe import, og resten fra innenlands produksjon.
https://www.eia.gov/todayinenergy/detail.php?id=50818
Solar. We expect U.S. utility-scale solar generating capacity to grow by 21.5 GW in 2022. This planned new capacity would surpass last year’s 15.5 GW of solar capacity additions, an estimate based on reported additions through October (8.7 GW) and additions scheduled for the last two months of 2021 (6.9 GW). Most planned solar additions in 2022 will be in Texas (6.1 GW, or 28% of the national total), followed by California (4.0 GW).
Stabukk
31.01.2022 kl 10:29
6293
Med stor satsing på solkraft i California bør vel Hanwha/Q-Cells satsa på produksjon ikkje berre i staten Georgia, men også på vestkysten? Med silisium frå ML...
Enig, Stabukk, og det er vel her jokeren ligger med nabobygget som er i ferd med å bli solgt, samt myndighetene i Washington State som vil gi tilskudd for oppstart til solar plant i Grant County (ML området).
Solar tariffen blir en avveining for å kunne få nok GW installert, og hvor mye de kan få produsert av dette innenlands.
Her vil de gjøre det de kan for å opprette arbeidsplasser i USA, men samtidig gi konkurranse til de som skal produsere innenlands med noe import på solar.
Solar tariffen blir en avveining for å kunne få nok GW installert, og hvor mye de kan få produsert av dette innenlands.
Her vil de gjøre det de kan for å opprette arbeidsplasser i USA, men samtidig gi konkurranse til de som skal produsere innenlands med noe import på solar.
Er dette bad News for oss i REC?
Har jo gjort det… leser det som bad News, men kunne gjerne håpet at noen så noe jeg ikke så.
Sørlie, det er vel så enkelt at myndighetene vil sikre seg nok tilgang til solar GW for å oppnå sine grønne mål, men de ser at de må bite i det sure eplet og importere noe for å klare det.
Det som de da importerer, skal vøre av beste kvalitet, og det sikrer de seg med denne 5GW for to-sidige paneler.
Tror nok både Qcells og ML får nok å gjøre, selv med denne klausulen på 5GW i tariffen.
Det som de da importerer, skal vøre av beste kvalitet, og det sikrer de seg med denne 5GW for to-sidige paneler.
Tror nok både Qcells og ML får nok å gjøre, selv med denne klausulen på 5GW i tariffen.
Når det er sagt, er vel ikke noe i veien for at importen kan være fra Hanwha det også, dem har jo fasiliteter i andre verdensdeler hvor de kan lage paneler med poly fra ML.
Høres fornuftig ut med litt import da dem ikke har innenlands verdikjede som kan bidra nok, enda.
Høres fornuftig ut med litt import da dem ikke har innenlands verdikjede som kan bidra nok, enda.
manman01
31.01.2022 kl 13:06
5645
Slettet brukerskrev Er dette bad News for oss i REC?
For mig giver det god mening at bifacial i første omgang ikke bliver talt med i tariffen - det er jo en dommers afgørelse at bifacial paneler ikke længere gælder i dagens 201 tarif. Ergo kan bifacial paneler ikke fornyes, medmindre DOJ appeal sagen går igennem.
Vi har længe vidst at bifacial paneler ikke længere gælder i 201 sådan som det står nu.
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/judge-removes-tariffs-on-bifacial-solar-modules-67673084
Vi har længe vidst at bifacial paneler ikke længere gælder i 201 sådan som det står nu.
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/judge-removes-tariffs-on-bifacial-solar-modules-67673084
Er jo verdt å nevne at importforbudet for Xinjiang uansett gjelder. Importerte paneler må bevise at de ikke er produsert av, eller med bestanddeler fra, slavearbeid. Disse panelene er også en spesifikk undergruppe paneler som fortsatt ikke er så vanlig til bruk hos sluttkunder. Dette fordi panelene kan kreve endel faktorer for å kunne utnytte refleksjoner fra solen.* (Materier, farger, osv) Det er også selvsagt et spørsmål om pris.
* En lekmanns svært forenklede forståelse.
* En lekmanns svært forenklede forståelse.
Redigert 31.01.2022 kl 13:16
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manman01
31.01.2022 kl 13:33
5465
Ikke kun paneler (: alt fra råvare til slutprodukt - fra cotton og polysilicon til t-shirts og færdige paneler🤝
Har man et snært af Xinjiang forced labor polysilicon i sine paneler, uanset hvilket land de er fra, bliver de nappet i tolden
US solar energy boom ‘stuck’ as industry confronts obstacles
https://www.ft.com/content/6b8e7b33-34d6-411c-91ed-a3ef4f9a0ff8
JANUARY 25, 2022
"
..
The US government last June ordered a halt to imports of polysilicon, a raw material for solar panels, from China-based Hoshine Silicon Industry to put pressure on Beijing over the alleged internment of more than 1m Uyghurs and Muslim minorities in Xinjiang province.
The order has ensnared far more shipments than expected. Some international suppliers outside of China have struggled to navigate the complicated new rules for proving their product is free of Xinjiang-linked polysilicon
..
“
EDIT:
Jeg burde nok lave en megatråd rundt Uyghur Forced Labour Prevention Act efterhånden (:
Har man et snært af Xinjiang forced labor polysilicon i sine paneler, uanset hvilket land de er fra, bliver de nappet i tolden
US solar energy boom ‘stuck’ as industry confronts obstacles
https://www.ft.com/content/6b8e7b33-34d6-411c-91ed-a3ef4f9a0ff8
JANUARY 25, 2022
"
..
The US government last June ordered a halt to imports of polysilicon, a raw material for solar panels, from China-based Hoshine Silicon Industry to put pressure on Beijing over the alleged internment of more than 1m Uyghurs and Muslim minorities in Xinjiang province.
The order has ensnared far more shipments than expected. Some international suppliers outside of China have struggled to navigate the complicated new rules for proving their product is free of Xinjiang-linked polysilicon
..
“
EDIT:
Jeg burde nok lave en megatråd rundt Uyghur Forced Labour Prevention Act efterhånden (:
Redigert 31.01.2022 kl 13:35
Du må logge inn for å svare
manman01
31.01.2022 kl 16:50
5304
Biden nears solar tariff decision as House tees up China bill
https://www.politico.com/newsletters/weekly-trade/2022/01/31/biden-nears-solar-tariff-decision-as-house-tees-up-china-bill-00003540
JANUARY 31, 2022
https://www.politico.com/newsletters/weekly-trade/2022/01/31/biden-nears-solar-tariff-decision-as-house-tees-up-china-bill-00003540
JANUARY 31, 2022
Opportunist1
31.01.2022 kl 17:10
5323
Tror du traff spikeren. Det finnes ingen amerikansk verdikjede enda, og da vil ikke tariffer ha noe effekt på annet enn å redusere hvor mye som installeres. Og det ønsker ikke myndighetene fordi de da ikke vil nå sine grønne energi mål. Tror vi må vente til verdikjeden er oppe før tariffer og toll økes. Gir ikke mening før det.
manman01
01.02.2022 kl 21:57
4582
A Section 201 Safeguard That Excludes Bifacial Solar Panels Is No Safeguard at All
https://www.realclearenergy.org/articles/2022/02/01/a_section_201_safeguard_that_excludes_bifacial_solar_panels_is_no_safeguard_at_all_814635.html
FEBRUARY 1, 2022
https://www.realclearenergy.org/articles/2022/02/01/a_section_201_safeguard_that_excludes_bifacial_solar_panels_is_no_safeguard_at_all_814635.html
FEBRUARY 1, 2022
manman01
04.02.2022 kl 13:43
3946
SEIA Supports Biden Administration’s Effort to Find Balanced Solution on Section 201 Tariffs
https://www.seia.org/news/seia-supports-biden-administrations-effort-find-balanced-solution-section-201-tariffs
FEBRUARY 4, 2022
"
Press Release
WASHINGTON, D.C. — Today the Biden administration announced that it will extend the Section 201 tariffs on imported crystalline silicon solar panels and solar cells above an annual 5-gigawatt tariff rate quota. The decision upholds the exclusion for bifacial panels and doubles the tariff rate quota for cells.
Following is a statement by Abigail Ross Hopper, President and CEO of the Solar Energy Industries Association (SEIA):
“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.”
“Administration officials arrived at a balanced solution in upholding the exclusion for bifacial panels and increasing the tariff rate quota for cells.
“SEIA has been fighting for more than three years to preserve the exclusion for bifacial panels, a product not available in the United States at scale. Today’s decision recognizes the importance of this innovative technology in helping to improve power output and lower costs in the utility-scale segment. It is a massive step forward in producing clean energy in America and in tackling climate change.
“We also support the administration’s decision to increase the tariff rate quota for solar cell imports. This will benefit both domestic module manufacturers and their customers in the residential, and commercial and industrial segments.
“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.”
"
https://www.seia.org/news/seia-supports-biden-administrations-effort-find-balanced-solution-section-201-tariffs
FEBRUARY 4, 2022
"
Press Release
WASHINGTON, D.C. — Today the Biden administration announced that it will extend the Section 201 tariffs on imported crystalline silicon solar panels and solar cells above an annual 5-gigawatt tariff rate quota. The decision upholds the exclusion for bifacial panels and doubles the tariff rate quota for cells.
Following is a statement by Abigail Ross Hopper, President and CEO of the Solar Energy Industries Association (SEIA):
“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.”
“Administration officials arrived at a balanced solution in upholding the exclusion for bifacial panels and increasing the tariff rate quota for cells.
“SEIA has been fighting for more than three years to preserve the exclusion for bifacial panels, a product not available in the United States at scale. Today’s decision recognizes the importance of this innovative technology in helping to improve power output and lower costs in the utility-scale segment. It is a massive step forward in producing clean energy in America and in tackling climate change.
“We also support the administration’s decision to increase the tariff rate quota for solar cell imports. This will benefit both domestic module manufacturers and their customers in the residential, and commercial and industrial segments.
“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.”
"
drapper12
04.02.2022 kl 13:57
3871
WOW! DA ER DET GJENNOM!? DETTE ER JO KNALLBRA! Kanskje vi får børsmelding av Hanwha fortløpende nå!?