RECSI - Department of Commerce initiates AD/CVD investigation


BREAKING: Dept. of Commerce to move forward with solar anticircumvention investigation
https://pv-magazine-usa.com/2022/03/28/breaking-dept-of-commerce-to-move-forward-with-solar-anticircumvention-investigation/
MARCH 28, 2022
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The Department of Commerce (DOC) has decided to act on a petition filed by California-based solar module manufacturer Auxin Solar requesting that DOC review solar panel imports from Chinese companies working in Cambodia, Malaysia, Thailand and Vietnam, announcing that it is launching an antidumping investigation into those companies.

Auxin’s petition alleges that solar cell and module manufacturers in Malaysia, Thailand, Cambodia and Vietnam are using parts produced by Chinese companies, as a way to keep production cheap, while also skirting existing antidumping and countervailing (AD/CV) tariffs on Chinese goods, which have been in place since 2012.

In response to the decision, Auxin Solar released the following statement:

“For years, Chinese solar producers have refused to fairly price their products in the U.S. and have gone to significant lengths to continue undercutting American manufacturers and workers by establishing circumventing operations in countries not covered by those duties. We are grateful Commerce officials recognized the need to investigate this pervasive backdoor dumping and how it continues to injure American solar producers. Fair trade and enforcement of our trade laws are essential to rebuilding the American solar supply chain and making Solar in America again.”
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Commerce Department Decision Imperils U.S. Clean Energy Progress
https://www.seia.org/news/commerce-department-decision-imperils-us-clean-energy-progress
MARCH 28, 2022


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“The solar industry is still reeling from a similar tariff petition that surfaced last year. The mere threat of tariffs altered the industry’s growth trajectory and is one of the reasons why we’re now expecting a 19% decline in near-term solar forecasts. Taking up this case will have a chilling effect on the solar industry.

“Today’s decision responds to the self-interests of one company and will lead to more market volatility and job losses. Additional tariffs will cause the loss of 70,000 American jobs, including 11,000 manufacturing jobs. According to Wood Mackenzie, solar deployment will crater by 16 Gigawatts annually if tariffs are imposed. That’s two-thirds of all the solar energy installed last year. And over the next four years, U.S. carbon emissions will increase by 61 million metric tons.
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Commerce Department kicks off 1-year solar tariff investigation on panels imported from Southeast Asia
https://www.utilitydive.com/news/commerce-department-kicks-off-1-year-solar-tariff-investigation-on-panels-i/621153/
MARCH 29, 2022
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The Department of Commerce decision is expected on Jan. 26, 2023, with a possible extension to April 1, 2023. It will present preliminary findings of the investigation on Aug. 30, including a preliminary duty rate. The secretary of commerce will be able to apply any final duties retroactively to Nov. 4, 2021.
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US weighs solar tariffs, unsettling industry
https://www.argusmedia.com/en/news/2316768-us-weighs-solar-tariffs-unsettling-industry
MARCH 30, 2022
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Commerce secretary Gina Raimondo would be able to apply any duties retroactively, to as far back as November 2021, according CEA. Suppliers have indicated they may stop shipments from the countries in question until the agency issues its final ruling, expected in the first part of 2023.

Module suppliers in countries that were not named in the investigation will "likely" raise prices in response, CEA said. Some countries with established suppliers — including Canada, Germany, Mexico and South Korea — are geared to manufacture products for smaller, distributed solar projects, not utility-scale systems.
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Biden energy chief voices ‘deep concern’ about tariff impact on US solar goals
https://thehill.com/policy/energy-environment/3470388-granholm-voices-deep-concern-about-potential-tariff-impact-on-solar-goals/
APRIL 28, 2022
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Antidumping and Countervailing Duties (AD/CVD) Frequently Asked Questions
https://www.cbp.gov/trade/priority-issues/adcvd/antidumping-and-countervailing-duties-adcvd-frequently-asked-questions
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Mere info i denne låste tråd
OBS: dette er gammel info om tidligere lignende petition fra A-SMACC. Som der skrives i artiklen fra pvmagazine
"The difference in the Auxin petition is that, instead of focusing on specific yet unnamed companies, Auxin is asking for a review of entire countries."
https://finansavisen.no/forum/thread/141215/view
Redigert 29.04.2022 kl 10:27 Du må logge inn for å svare
harlin
14.05.2022 kl 15:01 3534

Husker ikke hvor dette fremkom men ble nevnt av Tore Torvund ifm en presentasjon før han døde. Mer enn et halvt år. Store deler av anlegget ble stengt ned for langvarig nedstigning, men nødvendig vedlikehold har vært gjort førtløpende. I tillegg må hele anlegget oppbemannes. Så dette handler ikke om inside, kun info som er snappet opp gjennom å ha fulgt selskapet i flere år
Redigert 14.05.2022 kl 15:02 Du må logge inn for å svare
Mathias
14.05.2022 kl 15:19 3471

Nå er det vel en gang slik at de allerede har startet denne bemanningen, så her kan det nok gå fortere når de annonserer beslutning om oppstart tror jeg.
Taycen
14.05.2022 kl 16:15 3336

Jumpstart-Hanwha
BIF78
14.05.2022 kl 17:07 3210

Enig. Bare at følge lidt med på LinkedIn hos REC, så ser man hurtigt at der slåes stillinger op og de holder jobdage.
LysBlå
14.05.2022 kl 17:26 3122

De trenger bare noen uker til å restarte en fabrikk, alt er holdt i orden og vedlikeholdt under nedstigning

Selskapet har ved nedstengning i 2019 uttalt følgende timeline v/ oppstart; 3-6 for 25%, 6-9 for 50% og 9-12 for 75-100%

Men det er riktig at fabrikken er under idle, så minimum hva som er nødvendig for vedlikehold
Redigert 14.05.2022 kl 20:24 Du må logge inn for å svare
manman01
18.05.2022 kl 10:00 2037

Commerce Department Targets SEIA’s Chinese Members Linked to Forced Labor in Solar Investigation
https://prosperousamerica.org/commerce-department-targets-seias-chinese-members-linked-to-forced-labor-in-solar-investigation/
MAY 17, 2022
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Four of SEIA’s Chinese solar members were named in an explosive academic report that was released by the Coalition to End Forced Labour in the Uyghur Region detailing the widespread use of Uyghur forced labor within the solar industry. The report found that the four largest solar panel suppliers in the world—JinkoSolar, JASolar, TrinaSolar and LONGi—all source from at least one polysilicon manufacturer that is implicated in Uyghur forced labor either through direct participation in forced labor schemes, and/or through their raw material sourcing.

All of these Chinese solar manufacturers are members of SEIA, and Jinko Solar also sits on SEIA’s board.

This week, the United Steelworkers announced their support for Commerce’s anticircumvention investigation and highlighted their concern that SEIA is working to spread misinformation to undermine the investigation.

“The union is concerned that some industry associations representing the installation segment are distorting how this process works, and conflating a number of solar supply chain dynamics to confuse the issue. They are choosing to ignore anti- competitive behavior for short-term gains that will undermine long term manufacturing strategies and efforts to build a durable coalition in support of climate change action. A recent American Prospect article examines some of the misinformation that is involved in this campaign.”

“The true motivation behind SEIA’s misinformation campaign to undermine Commerce’s anticircumvention investigation is clear,” said Zach Mottl, Chairman of CPA. “Not only is SEIA a front for Chinese solar manufacturers that use forced labor in their supply chains and that are subsidized by the CCP, SEIA’s Chinese members are the very same companies that Commerce is investigating for illegally circumventing AD/CVD duties. SEIA’s lobbying against a U.S. investigation on behalf of Chinese companies raises serious questions about whether or not they should be required to register under FARA and disclose the funding they are receiving from China.”
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Stabukk
18.05.2022 kl 12:59 1825

Altså er ikkje Hanwha/Q-Cells på «svartelista», slik eg forstår det..,
manman01
18.05.2022 kl 13:05 1754

Jo, men de er også de eneste som skal til møde med præsidenten i weekenden

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The companies chosen include:

Cambodia: BYD and New East Solar
Malaysia: Hanwha Q CELLS and JinkoSolar
Thailand: Canadian Solar and Trina Solar
Vietnam: Boviet Solar and Vina Solar Technology (LONGi)

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Redigert 18.05.2022 kl 13:05 Du må logge inn for å svare
manman01
18.05.2022 kl 13:09 1701

Jeg vil dog også fremhæve denne her artikel igen. Loven er loven selvfølgelig, og når de er nævnt bliver de undersøgt. Dette er dog næppe negativt for REC tror jeg(ref opslag længere oppe)

Commerce will investigate alleged AD/CVD circumvention by Chinese solar panel companies in Southeast Asia
https://www.solarpowerworldonline.com/2022/03/commerce-will-investigate-alleged-ad-cvd-circumvention-by-chinese-solar-panel-companies-in-southeast-asia/
MARCH 28, 2022
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There is access to non-Chinese solar panels coming out of Southeast Asia. Hanwha Q CELLS is a South Korean company but has a manufacturing hub in Malaysia. Maxeon is headquartered in Singapore and also has a major manufacturing facility in Malaysia. How Commerce will treat these global solar players remains to be seen. Maxeon CEO Jeff Waters told Solar Power World last week he is confident the company could receive an exclusion if any tariffs were to hit Malaysia due to Maxeon’s premium pricing.

“People can accuse us of many things as a company, but the one thing they can’t is being somebody that’s dumping with pricing,” Waters said. “We sell at a significant premium to our customers and for good reason. There’s a lot we bring as a company that warrants that, including our panels. If something gets through, we feel we’ve got a compelling case to say there’s no way we as a company are dumping, and we can stand behind that.”
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manman01
24.05.2022 kl 07:17 1180

A decade into tariffs, US solar manufacturing is still deep in Asia's shadow
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/a-decade-into-tariffs-us-solar-manufacturing-is-still-deep-in-asia-s-shadow-70236202
MAY 23, 2022
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The DOE has said the U.S. should provide at least 10 years of tax credits for solar manufacturing, since factories can take several years to build, with the richest subsidies reserved for making silicon ingots and wafers.

"If you're going to maintain a reliable trajectory towards decarbonization over time, you probably shouldn't have all of your product coming out of your main geostrategic competitor," said Joseph Osha, a managing director and senior research analyst at Guggenheim Securities. "This isn't something that's outside the grasp of policy, but it would require a level of [political] determination that, so far, we haven't seen."

Depending on available incentives, the U.S. could triple its panel-making capacity to 22 GW — close to total U.S. demand in 2021 — as well as create up to 8 GW of cell capacity and up to 6 GW of wafer and ingot capacity, according to an analysis of project announcements in 2021 by the National Renewable Energy Laboratory.

Without long-term federal aid, many doubt the U.S. will ever have a solar supply chain beyond piecing together panels from imported parts, the easiest and cheapest step in the process.

"There is a lot of talk about building out the solar supply chain," said Xiaojing Sun, global head of solar at Wood Mackenzie, an energy research and consulting firm. However, "nobody has really broken ground yet, and I think there is a reason for that."

South Korea's Hanwha Solutions Corp. has said it is ready to invest billions of dollars to help build a U.S. solar supply chain, from polysilicon to panels, provided Washington creates new incentives. Maxeon Solar Technologies Ltd., which is headquartered in Singapore, has also said it wants to open a U.S. panel factory, contingent on government support. If Maxeon moves forward with its plan, it could offset the loss of a solar panel factory in Alabama owned by Japan's LG Electronics Inc., which in February said it was exiting the solar business under pressure from high raw material and logistics costs.

Meanwhile, Chinese solar manufacturers continue adding capacity, cementing their advantages of scale. By the end of the year, China's JinkoSolar Holding Co. Ltd. expects to have 60 GW of annual panel-making capacity, equivalent to around one-quarter of projected global demand.

"I really struggle to see in the absence of [federal aid] how you get that scale, the globally competitive type of industry that we all really need," said Scott Moskowitz, director of strategy and market intelligence at Hanwha subsidiary Q CELLS North America, which operates a solar panel factory in Georgia.
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manman01
24.05.2022 kl 07:45 1027

Jeg kan godt lide at Hanwha/QCELLS tænker så stort (:
Redigert 24.05.2022 kl 07:45 Du må logge inn for å svare

Auxin Solar CEO: Calls to Quash Commerce Department Investigation into Solar Imports are “Very Irresponsible”
https://www.americanmanufacturing.org/press-release/auxin-solar-ceo-calls-to-quash-commerce-department-investigation-into-solar-imports-are-very-irresponsible/
MAY 23, 2022
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“Let the Commerce Department do what it’s supposed to do,” says Mamud Rashid, CEO of Auxin Solar, during an appearance on The Manufacturing Report podcast.

Efforts to undermine a Commerce Department investigation into whether China is circumventing U.S. trade enforcement by shipping solar products through four other countries are “mindboggling,” according to the CEO of the Auxin Solar Inc., the California company that filed the trade case.

The Commerce Department is set to issue its preliminary findings by August 30. But special interest groups, funded in part by several Chinese solar companies, are working overtime to quash the investigation.

Auxin Solar CEO Mamud Rashid, appearing on The Manufacturing Report podcast, said there is strong evidence that China is purposely avoiding paying legal duties on its solar products by shipping them through Cambodia, Vietnam, Malaysia, and Thailand. He criticized both policymakers and importers for mounting opposition, especially given the “clear” evidence in this case. Rashid said:

“It doesn’t matter how large or small that company is, or what you think about the company, but if somebody’s pointing out to the Commerce Department a potential violation of U.S. trade law, we must allow that to continue.”
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Former President Barack Obama placed duties on heavily subsidized solar products from China. President Trump imposed additional Section 201 tariffs on certain imported solar products in 2018, and the Biden administration has upheld some aspects of them. Now there’s strong evidence that companies in China are sending solar products through four Southeast Asian countries to avoid the duties.

That is a violation of U.S trade law, and warrants a Commerce Department investigation. Should Commerce determine that these imports are indeed being unfairly traded, new duties must be issued. Rashid explained:

“It was a suspicion at first, and then we saw the data, and it’s so clear. You can see it ramp down, the exports from China coming into the U.S., and at the same rate, it ramps up in Southeast Asia. … It was unusual, all of the sudden a country like Cambodia that did not have this technology, overnight increases their capacity so quickly.”
Auxin Solar launched during the Great Recession to provide an American-made option for solar panels, for delivery in the United States and abroad. The company makes both traditional solar panels and custom products for consumers. Rashid said:

“We have zero fear of competition, I’ll compete all day long with other manufacturers, I welcome other manufacturers to come online in the U.S., so long as it’s a level playing field, we’ll compete all day long. And if we lose out, that’s on us. We can compete, that’s all we’re saying, it’s just got to be a level playing field.”
It’s not just one company at stake in this case, Rashid pointed out. The United States invented solar technology, and we risk ceding our own innovation to China if we find ourselves unable to manufacture these products, which will be essential to transition to clean energy. He explained:

“We’re not talking about delivering toothbrushes. We’re talking about delivering the equipment that generates the power that we think, that everyone agrees, is going to be the power of choice for the foreseeable future, until something else gets invented. It’s energy. So, to be dependent on another part of the world and not be self-sufficient seems a little short-sighted.”
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BROWN, CASEY, KAPTUR, SEWELL, DOYLE, RYAN URGE ADMINISTRATION TO SHIELD AMERICAN SOLAR MANUFACTURING INDUSTRY FROM UNFAIR FOREIGN COMPETITION
https://www.brown.senate.gov/newsroom/press/release/sherrod-brown-administration-shield-american-solar-manufacturing-industry-unfair-foreign-competition
MAY 26, 2022
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WASHINGTON, D.C. – U.S. Senators Sherrod Brown (D-OH) and Bob Casey (D-PA), along with U.S. Representative Marcy Kaptur (D-OH-9), led a bicameral letter to President Biden to express their support for the Department of Commerce’s (DOC) investigation into whether Chinese solar cells and modules are circumventing antidumping and countervailing duties (AD/CVD) through Malaysia, Vietnam, Thailand, and Cambodia. The lawmakers’ support for the investigation comes after an extended corporate political lobbying campaign against American manufacturers. The letter was also signed by U.S. Representatives Tim Ryan (D-OH-13), Mike Doyle (D-PA-18), and Terri Sewell (D-AL-7).
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