Vem kan det vara🤔😊

”We know there’s activity going on with others trying to get into ingot wafering and other parts of the supply chain, so we hope that we can be a part of building this tidal wave to get a supply chain back up and running here in the U.S.”

https://www.solarpowerworldonline.com/2022/03/maxeon-still-has-sights-set-on-u-s-solar-manufacturing-hub/

Tusen takk alle sammen!

Er egentlig veldig nysgjerrig på hvem denne back up planen er jeg😅

UItra Low-Carbon Solar Alliance
628 følgere
1t • 1 time siden

Finlay Colville gives a great overview of current issues facing the solar supply chain. As solar shipments and projects are delayed, solar buyers are starting to see the benefits of geographically diversifying the solar supply chain.

The US is seeing manufacturing expansion across the supply chain. We can currently meet US polysilicon demand with local supply, and it will be increased by Q CELLS’s recent investments in REC Silicon. GMI and Sinova Global are manufacturing silicon metal domestically, while Ubiquity Solar Inc. plans to open a cell facility in New York this year. The current module capacity of 8GW could double by 2024, with announcements from several companies in the GW range. And Q CELLS intends to invest in US manufacturing across the full supply chain. With the investments we have recently seen, new domestic ingot and wafer facilities are also likely in our future.

The Clean Energy Buyers Institute’s resources on embodied carbon in solar manufacturing demonstrate the importance of buyers demanding ultra low-carbon panels, and The Global Electronics Council upcoming EPEAT PV ecolabel with embodied carbon criteria will simplify specifying better solar.
https://www.pv-tech.org/why-has-module-selection-for-us-solar-projects-become-a-risky-and-complicated-affair/

https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_why-has-module-selection-for-us-solar-projects-activity-6915305462603087872-Dfms?utm_source=linkedin_share&utm_medium=member_desktop_web

U.S. Trade Chief Says New Focus Needed as China Hasn’t Changed
https://finance.yahoo.com/finance/news/u-trade-chief-says-time-085318501.html?
MARCH 30, 2022
“
U.S. trade chief Katherine Tai said it’s time to forget about changing China’s behavior and instead focus on rebuilding the U.S. industrial manufacturing base and making domestic investments to counter the Asian nation.

At a congressional committee hearing Wednesday, Tai said talks last year with China on a so-called phase one trade agreement reached under President Donald Trump failed to produce results. Discussions with China have been “unduly difficult,” and the tariffs that Trump placed on China haven’t incentivized the nation to change, Tai said, while not outlining any plans to remove them.

The U.S. needs new tools to respond to China, Tai said, commending congressional efforts to update the nation’s countervailing and anti-dumping duty laws.

“The United States has repeatedly sought and obtained commitments from China, only to find that follow-through or real change remains elusive,” Tai said in written testimony for the House Ways and Means Committee prior to the hearing.

..”

EU will do 'whatever it takes' to rebuild solar energy manufacturing in Europe
https://www.reuters.com/business/sustainable-business/eu-will-do-whatever-it-takes-bring-solar-energy-manufacturing-back-europe-2022-03-31/
MARCH 31, 2022

S. Korea, U.S. discuss chip supply chains
https://en.yna.co.kr/view/AEN20220331004100320
MARCH 31, 2022
"
SEOUL, March 31 (Yonhap) -- South Korea and the United States held working-level talks Thursday to boost cooperation in the chip industry and to ensure stable chip supply chains, Seoul's industry ministry said.

The subcommittees of the Korea-U.S. Semiconductor Partnership Dialogue had consultation sessions via teleconferencing earlier in the day to discuss projects for joint technologies development, personnel exchanges and investment in the semiconductor industry.

They also explored ways of strengthening the resilience of their supply chains in the sector, according to the Ministry of Trade, Industry and Energy.

..
"

https://www.seia.org/news/manufacturers-urge-congress-pass-clean-energy-tax-incentives-boost-us-production

Har frigjort kapital , følger nøye med . 50k aksjer planlegges å kjøpe . Håper nesten på dupp nå .

Utroligt godt arbejde Sørlie (:

Er der noget herinde “muppetgjengen” ikke får gravet frem? ((: hehe

Lad os se om dette slår ud på kursen - og hvis ikke, køber jeg med begge hænder🤝

Udover det, ønskes alle en god dag (:

40 dager .. da er vi i mai og Hanwha har overtatt alle aksjene fra AKH 😉 tiden er nok ikke tilfeldig … og vi får nok nyheter på rad og rekke

Fantastisk arbeid! Vi får legge inn en notifikasjon i kalenderen om 40 dager da. Det burde ha skjedd noe innen den tid.

👌👌👌

Bra jobbet Sørlie👏👏

knall bra jobba :))) så innen senest 40 dager av vi bygget solgt og kursen vil ta av :)) Det vil si vi får nyheter om ikke så lenge !! Trodde nesten ikke jeg leste riktig når jeg så hva du skrev haha måtte lese det 3 ganger !

Wow.... ikke lett å holde ting skjult med denne gravegjengen her! Strålende!

For en legende du er

Nydelig jobba Sørlieinvest🙌👍🙏🏽🤩

Ser ut til å bli en fin vår å være REC aksjonær

Helt fantastisk! Dette blir jo knallbra. Mai blir en utrolig spennende måned!

God kveld! :)

Jeg svarte tilbake for 5min siden, og spurte om kjøpet var 100% sikkert, hvis ikke så kunne jeg være interessert i å snakke mer om bygget. FIKK DETTE SOM SVAR!:

«I would say 95% sure. Till Closing you never know. I also have a backup offer in place also.»

Mark

Her er det altså et BACK UP tilbud! Her står selskaper på rekke og rad for å etablere seg sammen med REC

Sendte Mail for noen dager siden til eiendomsmegleren som har med nabobygget å gjøre. Ikke fått noe svar ettersom han sikkert skjønte at jeg var en aksjonær og ikke kunne si så mye. Sendte en ny Mail med min andre mailadresse, (har to mailer, en privat og en til jobb) og utga meg for å være interessert i bygget og ønsket mer informasjon. Fikk dette som svar:

«This Building is Under Contract slated to close in the next forty days.»

Mark

hehe - i er så mange der gør fantastisk arbejde herinde, lidt må jeg også bidrage. Det glæder mig at det værdsættes :)

Kanskje først med denne, men du gjør uansett den beste jobben her! Bare flaks at jeg fant noe før deg😅 Takk for arbeidet du legger ned! Glemte at jeg var godtatt i denne tråden, så delte den i en annen tråd.

SørlieInvest var nu først med denne kan jeg se - men stadig, det er en fornøjelse :)

(Tak Sørlie :) )

Enig i den, setter pris på gravearbeidet, dønn solid arbeid

Takk maman01 for mange bra artikler!

Solar manufacturers urge Congress to pass tax incentives to boost U.S. industry
https://www.solarpowerworldonline.com/2022/03/solar-manufacturers-urge-congress-to-pass-tax-incentives-to-boost-u-s-industry/
MARCH 30, 2022

US solar manufacturers request tax credits in letter to Congress
https://pv-magazine-usa.com/2022/03/30/us-solar-manufacturers-request-tax-credits-in-letter-to-congress/
MARCH 30, 2022

Manufacturers Urge Congress to Pass Clean Energy Tax Incentives to Boost U.S. Production
https://www.seia.org/news/manufacturers-urge-congress-pass-clean-energy-tax-incentives-boost-us-production
MARCH 30, 2022

Pressure mounts on US policymakers to pass PV manufacturing tax breaks as funding for DOE-led ‘Accelerator’ is proposed
https://www.pv-tech.org/pressure-mounts-on-us-policymakers-to-pass-pv-manufacturing-tax-breaks-as-funding-for-doe-led-accelerator-is-proposed/
MARCH 30, 2022

Det er jo hyggelig at det skrives og spekuleres i REC sine fremtidsutsikter. Synes interessen er i ferd med å ta seg opp:

https://www.kpq.com/rec-silicon-hopeful-it-will-restart-moses-lake-plant-by-2024/

Stadig større trykk politisk for å få fart på grønn energiutbygging i USA
https://thehill.com/policy/energy-environment/600240-senate-climate-hawks-announce-500-day-energy-independence-plan

Ja , fokus på å øke shareholders value men til tross tror mange her i Molbolandet at Hanwha skal rævkjøre Rec aksjonærene …

Dette blir et eventyr men få vekk rec fra ose og noter selskapet i usa , for mange idioter her til lands

Shareholder value måste ju vara att priset på det man äger (REC silicon) ökar.
Väldigt märkligt att kursen handlas så långt från 20NOK

Väldigt intressant artikel. Gillar det här lite extra:

“It will be positive to focus on the solar power business, the mid-to-long-term growth engine, by securing cash through the sale of the unit for shareholders’ value,”

Hanwha er på offensiven og bygger opp kapital for investering og jeg mistenker REC er svært sentral i disse planene …

Hanwha Solutions to raise $491 mn with materials unit split-off
The split-off is expected to improve Hanwha’s financial structure and provide money for investments

Since November of last year, the company has secured a 21.34% stake in Norway-based polysilicon manufacturer REC Silicon ASA through two rounds of investments of 245 billion won to ensure stable procurement of solar cell materials in the US. Hanwha also signed a deal to acquire a 100% stake in RES Mediterranee SAS, a French wind and solar power plant operator, for 984.3 billion won in August 2021.

https://www.kedglobal.com/corporate-restructuring/newsView/ked202203290021

Securing Our Solar Goals – The Pathway to a Better Supply Chain
https://ultralowcarbonsolar.org/blog/securing-our-solar-goals/
MARCH 28, 2022
"
The pandemic brought to light how fragile our global supply chain is. Between bare grocery shelves, a lack of COVID-19 protection equipment and delayed solar projects, no industry has been left untouched. Risks to the solar supply chain in particular are compounded by the overconcentration of the industry in China. Many have reported on the high levels of carbon pollution, labor issues, and supply bottlenecks associated with the Chinese industry, all of which threaten the rate of solar deployment and the global transition to clean energy

Overconcentration of solar manufacturing in China presents significant risk
Through national policy, China has come to dominate solar manufacturing across the supply chain in the last decade. Chinese manufacturers make about three quarters of the solar panels we use in the US today, and they have almost total control over some critical components of the supply chain. This gives them extensive influence over our fastest growing energy source and has exposed us to the deeply unsustainable practices in Chinese solar manufacturing. We are buying tainted solar.

Unless we make changes in the solar supply chain, embodied carbon emissions from solar PV manufacturing are forecasted to rise to almost 2 gigatons of CO2e annually by 2040, with cumulative emissions of some 14-18 gigatons CO2e over that period, primarily in China. This rivals the emissions of the global aluminum industry, currently the 4th largest industrial commodity emitter.

But change is in the air. Solar buyers are increasingly aware of these problems and are seeking better options. The Clean Energy Buyers Association, representing major corporations and utilities, is encouraging members to consider embodied carbon in procurement decisions with the goal of decarbonizing the solar supply chain as it grows in the coming decades.

Meeting growing global demand for solar energy requires a global expansion of solar manufacturing capacity, and we have a unique opportunity to influence how clean that growth is. That will mean expansion in low-carbon economies like the US and EU, and a clear demand signal from solar buyers for better solar will play a key role.

Where are we today? While China dominates solar manufacturing, there is meaningful production capacity elsewhere, with a much smaller carbon footprint and more sustainable manufacturing practices. Solar manufacturing starts with polysilicon, the semiconductor at the heart of PV. There is low-carbon “poly” production capacity in the US and EU equivalent to their current solar demand, and clean poly production is growing in Malaysia.

The next step is solar wafers. This is where China really has a near stranglehold, but even that is changing. EU wafer producers are looking to expand, wafer capacity is growing in Vietnam, companies are eyeing investment opportunities in the US, and innovative companies are perfecting technologies that will make wafer manufacturing cleaner and cheaper. Once you have a wafer it becomes the basis for solar cells. We are seeing cell manufacturing restart in the US and expand in the EU and southeast Asia. Cells are the basis for PV modules, and PV module production is expanding globally including in the US, the EU, Mexico, SE Asia, Turkey and elsewhere. It is on track to double in the US alone by 2024. While it will still be shy of US demand, it is more growth than we have seen in a long time – the trend is positive. And India is on track to develop a massive solar manufacturing base across the entire supply chain in coming years.

This is a decent starting point. We are seeing a more sustainable, resilient solar supply chain begin to emerge in response to the risks inherent in the current system. How do we accelerate this growth? Market signals and policy.

....
"

U.S. Senate approves $52 bln chips bill in bid to reach compromise
https://www.reuters.com/world/us/us-senate-approves-52-bln-chips-bill-bid-reach-compromise-2022-03-28/
MARCH 29, 2022

Maxeon still has sights set on U.S. solar manufacturing hub
https://www.solarpowerworldonline.com/2022/03/maxeon-still-has-sights-set-on-u-s-solar-manufacturing-hub/
MARCH 29, 2022

Det er alltid spennende å følge om ord kan omsettes i handling gjennom lovforslag eller budsjettforslag. Her er et eksempel på det siste som kan ha stor betydning fremover:

The Department of Energy’s (DOE) budget includes investments to fight climate change through the accelerated deployment of clean energy, restructure our energy portfolio to strengthen our energy independence, and invest in urban and rural communities that have been disproportionately impacted by climate change but overlooked in the clean energy transition.

https://www.energy.gov/articles/statement-energy-secretary-granholm-president-bidens-doe-fiscal-year-2023-budget

Denne blev delt af Mossegutten på ugetråden - tænker også den passer godt ind her. Så jeg kopierer den skamløst ind. Mange tak for deling, Mossegutten!!

Hanwha Solutions to raise $491 mn with materials unit split-off
https://www.kedglobal.com/corporate-restructuring/newsView/ked202203290021
MARCh 29, 2022
"
..
NEEDS MONEY FOR INVESTMENTS

Investors had not welcomed the split-off plan in September last year when the decision was first known with Hanwha’s stock prices down to low-30,000 won from mid-40,000 won. But the split-off was expected to improve the company’s financial structure and provide money for investments since the unit is not a core business, some analysts said.

“It will be positive to focus on the solar power business, the mid-to-long-term growth engine, by securing cash through the sale of the unit for shareholders’ value,” said Kang Dong-jin, an analyst at Hyundai Motor Securities.

Hanwha came under pressure from financial burden, given its recent investments.

Since November of last year, the company has secured a 21.34% stake in Norway-based polysilicon manufacturer REC Silicon ASA through two rounds of investments of 245 billion won to ensure a stable procurement of solar cell materials in the US. Hanwha also signed a deal to acquire a 100% stake in RES Mediterranee SAS, a French wind and solar power plant operator, for 984.3 billion won in August 2021.


Hanwha has recently raised 600 billion won through a sale of a 49% stake in its polyvinyl chloride (PVC) unit in Ningbo, China, to a South Korean PE firm.
..
"

UItra Low-Carbon Solar Alliance
625 følgere
1t •
The Clean Energy Buyers Institute has released new resources about ultra #lowcarbon solar and embodied carbon in the solar supply chain. These resources give a comprehensive overview on how buyers can help build a resilient, sustainable solar supply chain by specifying ultra low-carbon solar using #ecolabels.

Learn more on their website:
https://cebi.org/programs/disc-e/
https://www.linkedin.com/posts/ultra-low-carbon-solar-alliance_decarbonizing-industrial-supply-chain-energy-activity-6914223264009523200-B9CG/

U.S. Chamber Comments on the Department of Commerce Strong Domestic Semiconductor Industry RFI
https://www.uschamber.com/security/supply-chain/u-s-chamber-comments-on-the-department-of-commerce-strong-domestic-semiconductor-industry-rfi
MARCH 28, 2022

[EVENT] Ecolabels for PV panels: the missing link for EU-based, green PV manufacturing?
https://euagenda.eu/events/2022/03/30/ecolabels-for-pv-panels-the-missing-link-for-eubased-green-pv-manufacturing
When
30 Mar 2022 @ 03:00 pm
30 Mar 2022 @ 05:30 pm
Duration: 2 hours, 30 minutes
“

While solar photovoltaics markets are booming globally, the question of sustainability has never been more important than now: PV paves the way for reducing drastically carbon emissions globally and in Europe, accelerate the energy transition and contribute significantly creating jobs and economic value. However, the question of how to improve the sustainability of PV products is still at the core of the political agenda, with the need to develop an energy sector cleaner, greener and more sustainable than the one it is replacing. One of the key policy instrument that could increase the sustainability of PV products is the ecodesign concept and its

This event intends browsing through the current situation and highlight the positive impacts on the market and industry that such policies could trigger.

PV IMPACT is trying out a variety of approaches to stimulate PV research, development and innovation initiatives in Europe. These include organising matchmaking events for companies so they can find partners with whom to work on future projects under EU and/or national funding schemes; targeting and supporting two specific industrial companies: ENEL Green Power and Photowatt; and monitoring progress in PV through collecting data on public spending in the EU, on private spending, on the kinds of projects being funded and on the overall performance of PV technology, including forecasting of future spending.

“

LONGi raises prices of G1, M6 wafers as supply chain hurdles continue
https://www.pv-tech.org/longi-solar-increases-price-of-smaller-wafers/
MARCH 28, 2022

Sydkorea och Frankrike är ensamma i världen om att ställa krav på CO2 från solceller.
Om Qcells ska vara aktiva i båda dessa marknader måste de öppna ML asap.

BULL

The U.S. Seeking New Alliance in Semiconductor Industry
http://www.businesskorea.co.kr/news/articleView.html?idxno=89777
MARCH 28, 2022
“..
The U.S. government recently proposed a semiconductor industry alliance of the United States, South Korea, Japan and Taiwan. The purpose is to keep China in check as it is rapidly emerging in the industry.

The South Korean government’s current stance is that the proposal is not fully acceptable. This is because South Korean companies are running key facilities in China, which is the largest semiconductor market in the world. According to market research firms, China’s semiconductor consumption, US$299.1 billion a year, is about half of the global total.
..”

Hanwha Solutions wins France's solar farm project
https://amp.kedglobal.com/newsAmp/ked202203280001
MARCH 28, 2022
“
..
"Thanks to the relatively short periods of time to build solar farms, solar energy is drawing more attention from Europe than before, which is seeking to reduce reliance on Russian energy," said a Q Cell official.
“

Solar industry position on anti-forced labor law draws scrutiny
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/solar-industry-position-on-anti-forced-labor-law-draws-scrutiny-69418269
MARCH 23, 2022
“..

"[There] can be no safe harbor, no 'trusted traders' in the context of Uyghur forced labor," Martina Vandenburg, president of the Human Trafficking Legal Center, said in a statement. "Press releases and public commitments do not end forced labor. Enforcement does."

While the new anti-forced labor law applies to imports of all kinds that are tied to manufacturers and raw material suppliers in Xinjiang, the solar industry's potential exposure to the region is particularly challenging for the Biden administration, which is trying to limit climate change. China is a dominant player in green energy markets and supply chains.
..”

Jeg tror ikke denne har blitt postet?

fra 9 Mars

http://www.koreaherald.com/view.php?ud=20220309000469&mod=skb

Karl Thomas Neumann inn i styret i OneD, OneD er lokalisert i Palo Alto og Moses Lake.

President Joe Biden will broadly endorse the climate, social safety net and tax-code changes the White House has pursued as part of his “Build Back Better” agenda in his budget proposal Monday, but he won’t specify the costs or revenues in a bid to avoid disrupting congressional negotiations.

https://www.bloomberg.com/news/articles/2022-03-26/biden-to-sidestep-build-back-better-proposals-in-his-budget?cmpid=socialflow-twitter-business&utm_medium=social&utm_campaign=socialflow-organic&utm_source=twitter&utm_content=business

Koch Industries, Built on Oil, Bets Big on U.S. Batteries

CEO Charles Koch has fought climate regulation; his company is now spreading investments across the U.S. battery supply chain

Koch Industries Inc., the energy-based conglomerate whose CEO long opposed environmental regulation and funded groups that questioned climate change, has emerged as one of the biggest financial backers of the battery industry.

A Koch Industries unit has made at least 10 investments worth at least $750 million in the U.S. battery supply chain and electric vehicles in the past 18 months, regulatory filings, news releases and FactSet data show. Koch’s battery investments are among the biggest from outside the auto industry, analysts say.

Founded more than 80 years ago as an oil refiner, Koch Industries is now the most diversified U.S. battery investor, said Vivas Kumar, a former Tesla Inc. senior manager and industry analyst who last year launched a battery-parts startup. “It’s stunning just how many different battery supply chain players they’ve taken a stake in,” he said.

Koch Industries is now a top shareholder in startups such as Freyr Battery SA, FREY -2.65% Aspen Aerogels Inc. ASPN -1.71% and Standard Lithium Ltd. SLI 3.20% The money comes at a crucial time for many of these companies, which need to spend heavily to commercialize their products. Koch appears to be focused on building up the battery industry in the U.S.

“The speed of the energy transition is directly correlated with companies like Koch participating in it,” said Tom Jensen, CEO of Freyr, a Norway-based company working to make low-cost, sustainable batteries. Koch Industries has a 10% stake in Freyr, which was worth about $120 million as of the end of last year, according to FactSet. The companies have a joint venture to make batteries in the U.S.

Koch Industries, based in Wichita, Kan., declined to comment about its battery investments. It has said little publicly about its battery strategy. The company has made the investments through Koch Strategic Platforms, a subsidiary of its investment group that it launched in late 2020 to invest in the energy transition, computing, automation and healthcare.

Koch Industries operates thousands of miles of pipelines that move oil and gas around the country and several large refineries. The company posts annual sales of about $120 billion through brands such as Brawny paper towels and Dixie cups, fertilizers and fabrics.

Chief Executive Officer Charles Koch and his late brother David donated billions of dollars to conservative and libertarian political causes, including some that opposed environmental regulation and questioned whether climate change is a problem.

One of the groups they have backed, Americans for Prosperity, has fought efforts by the Environmental Protection Agency to regulate carbon emissions. They have donated to the Competitive Enterprise Institute and the CO2 Coalition, both of which also supported former President Donald Trump’s 2017 withdrawal from the Paris climate accord, argue against the benefits of electric vehicles and question whether global warming caused by the burning of fossil fuels is a major issue.

In late 2020, Charles Koch, then 85 years old, wrote in a book that his partisanship was a mistake and said he hoped to address societal problems. His company’s political-action committee has continued donating heavily to Republican candidates.

Koch Industries has targeted companies that aim to provide raw materials for batteries, including lithium producer Standard Lithium and battery recycling company Li-Cycle Holdings Corp. LICY -3.40% Most battery materials are produced overseas, often in China, and shortages have driven up prices.

The company has also backed startups out to make better batteries, such as Solid Power Inc., SLDP -2.55% a maker of solid-state batteries that is backed by Ford Motor Co. and Bayerische Motoren Werke AG . Aspen Aerogels makes products that boost battery performance.

Koch has made the wagers through a combination of equity stakes and convertible debt that would become equity if share prices rise.

Shares of many of the companies have been volatile, with many clean-tech startups down recently on Russia’s invasion of Ukraine, interest-rate increases and supply-chain disruptions swinging markets. Short sellers who wager on share-price declines have bet against Standard Lithium, arguing that the company’s technology doesn’t work. Koch has said it conducted extensive due diligence before investing and is excited about Standard’s potential. Standard has called the accusations false and misleading.

Some analysts expect Koch Industries’ investments will spur others to follow them.

“When you see these large players jumping in the pool, you have to wonder, ‘What do they see that I don’t?’ ” said Chris Berry, founder of House Mountain Partners LLC, an adviser to battery-metals companies and investors.

—Ben Foldy contributed to this article.

https://www.wsj.com/articles/koch-industries-built-on-oil-bets-big-on-u-s-batteries-11647946147

Meyer Burger: Annual results 2021 reflect successful transformation into PV cell and module manufacturer – EQ Mag Pro
https://www.eqmagpro.com/meyer-burger-annual-results-2021-reflect-successful-transformation-into-pv-cell-and-module-manufacturer-eq-mag-pro/
MARCH 26, 2022
“
..
Outlook
To overcome the dependency on fossil energy imports, the deployment of photovoltaics in Europe needs to be boosted – and not only to mitigate climate change. There is also a growing consensus that the necessary higher level of strategic autonomy can only be achieved with a strong European PV industry. In addition, customers are increasingly asking for high-performance products made locally and in a highly sustainable manner.

In this context, Meyer Burger is confident about the next, potentially accelerated expansion phases. As a European, integrated, technologically autonomous PV specialist that is ready to scale up, Meyer Burger is uniquely positioned in this respect. Similarly, the U.S. market offers enormous potential for further expansion.
..
“

Solar starts strong, growing 40% year over year in January
https://pv-magazine-usa.com/2022/03/25/solar-starts-strong-growing-40-year-over-year-in-january/
MARCh 25, 2022
"
..
Multiple anti-dumping and anti-circumvention cases are another hampering force on the industry. Though solar reached new heights in January, major solar developer SOLV Energy CEO George Hershman told pv magazine that “deployment is frozen.” Hershman said the uncertainty caused by these tariffs is simply too much to digest in a utility-scale solar project, where module prices can account for 50% of the cost or more. SOLV‘s projects can exceed $300 million, so a 50-250% tariff would impose between $75 -$375 million in additional costs. This level of risk is untenable and is why Hershman describes the case as “an affront to the solar industry.”

Despite all of these hurdles, the solar PV train keeps rolling. The White House calls for 100% carbon free electricity by 2030, at least half of which would be locally supplied clean energy meeting 24/7 demand. The nation has eight years to get there, and solar PV is positioned to be center-stage for the next decade of deployment.
"