US solar: Biden’s Executive Order brings (some) relief
https://www.woodmac.com/news/opinion/us-solar-bidens-executive-order-brings-some-relief/
JUNE 28, 2022

ICYMI: Tenney Joins Letter Urging Biden Administration to Reverse Decision to Waive Tariffs on Solar Panels Made with Chinese-Produced Components
https://tenney.house.gov/media/press-releases/icymi-tenney-joins-letter-urging-biden-administration-reverse-decision-waive
JUNE 28, 2022
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Washington, D.C. – Congresswoman Claudia Tenney (NY-22) highlighted a letter she recently joined her colleagues in sending to President Biden urging the administration to reverse its decision to waive tariffs on solar panels potentially manufactured with Chinese-produced components.

In early June, the Biden Administration announced it would waive tariffs on solar panels produced in the Southeast Asian countries of Cambodia, Malaysia, Thailand, and Vietnam. The decision to waive these tariffs comes in the middle of a months-long U.S. Department of Commerce investigation into whether the Chinese government is actively circumventing antidumping and countervailing duties as part of their production and distribution of solar cells and modules. This means that the United States could import solar panels containing components produced with forced labor from Uyghurs and other minority groups in China.

“Once again, President Biden is projecting weakness on the international stage. Unfortunately, refusing to stand up to China and its malign activities will hurt our domestic manufacturers the most. I urge the Administration, in the strongest of terms, to reconsider and reverse this decision immediately,” said Tenney.

“Your decision to provide amnesty for China to violate our trade law penalizes American workers and our domestic solar manufacturing industry, which is harmed by China’s non-market subsidization of the solar supply chain, intellectual property theft, inhumane forced labor practices, and environmental abuses,” the lawmakers wrote in part.

The full text of the letter is available here.
"

Republican senators send letter of concern to Biden on solar tariff moratorium
https://pv-magazine-usa.com/2022/06/23/republican-senators-send-letter-of-concern-to-biden-on-solar-tariff-moratorium/
JUNE 23, 2022
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“Already the United States is over-reliant on China for solar power. Currently, 80 percent of our solar panels come from China or Chinese companies, and this reliance is not market-based. China has used a variety of anti-free market practices, such as industrial subsidies, to come to dominate the solar sector,” read the letter.

“We cannot afford to trade dependence on Russian energy for that of Chinese solar panels. It is counter to the national interest to rely on our adversaries for our energy needs,” it continued.
..
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GOP Senators Send Letter to President Biden Expressing Concern Over Tariff Moratorium on Imported Solar Panels
https://www.portman.senate.gov/newsroom/press-releases/gop-senators-send-letter-president-biden-expressing-concern-over-tariff
JUNE 21, 2022
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WASHINGTON, D.C. — Today, U.S. Senator Rob Portman (R-OH) led a group of fellow GOP senators in sending a letter to President Biden, expressing their concern over the president’s decision to impose a two-year tariff moratorium on imported solar panels – which the senators argue increases our dependence on China, rewards unfair trade practices, harms U.S. workers, and represents an executive branch overreach. The president’s decision also undermines an ongoing investigation by the Department of Commerce into efforts by Chinese solar companies to circumvent our Antidumping and Countervailing Duty (AD/CVD) orders against Chinese-made solar cells and modules by moving manufacturing to countries like Malaysia, Thailand, and Vietnam.

“Already the United States is over-reliant on China for solar power. Currently, 80 percent of our solar panels come from China or Chinese companies, and this reliance is not market-based. China has used a variety of anti-free market practices, such as industrial subsidies, to come to dominate the solar sector. This is why the United States imposed anti-dumping and countervailing duty (AD/CVD) orders on unfairly traded solar panel imports from China as early as 2012. It is also why the Department of Commerce is actively investigating circumvention of those AD/CVD orders by solar panel producers and exporters in Malaysia, Thailand, Cambodia, and Vietnam. The unprecedented and sweeping tariff moratorium prioritizes foreign solar panels over those made in the United States. We cannot afford to trade dependence on Russian energy for that of Chinese solar panels. It is counter to the national interest to rely on our adversaries for our energy needs,” wrote the senators.

“…we are disappointed that the climate change agenda has proven to be an effective means to pre-empt and nullify the legitimate claims of U.S. workers and industry before they can be fully considered through the ongoing investigation by your Department of Commerce. To honor those claims, we urge you to end the self-imposed emergency declaration and let the Commerce Department investigation proceed unimpeded so as not to further increase our economic reliance on China,” continued the senators.

Along with Portman, senators joining the letter include Senators Tommy Tuberville (R-AL), Mike Braun (R-IN), Kevin Cramer (R-ND), Bill Hagerty (R-TN), Josh
Hawley (R-MO), Marco Rubio (R-FL), Tom Cotton (R-AR), Dan Sullivan (R-AK), and Ted Cruz (R-TX).

You can view the full letter here or below.

Dear President Biden:

We write to express our concern about your emergency declaration, which imposes a two-year tariff moratorium on imported solar panels. We believe this decision increases our dependence on China, rewards unfair trade practices, including labor and human rights violations, undermines American jobs, and represents executive branch overreach.

Already the United States is over-reliant on China for solar power. Currently, 80 percent of our solar panels come from China or Chinese companies, and this reliance is not market-based. China has used a variety of anti-free market practices, such as industrial subsidies, to come to dominate the solar sector. This is why the United States imposed anti-dumping and countervailing duty (AD/CVD) orders on unfairly traded solar panel imports from China as early as 2012. It is also why the Department of Commerce is actively investigating circumvention of those AD/CVD orders by solar panel producers and exporters in Malaysia, Thailand, Cambodia, and Vietnam. The unprecedented and sweeping tariff moratorium prioritizes foreign solar panels over those made in the United States. We cannot afford to trade dependence on Russian energy for that of Chinese solar panels. It is counter to the national interest to rely on our adversaries for our energy needs.

The tariff moratorium also rewards unfair trade practices which costs U.S. jobs. Fundamentally, the ongoing anti-circumvention investigation is about upholding U.S. law. The Department of Commerce is engaged in a serious, quasi-judicial process to determine whether U.S. law has been violated. To disfigure that process as the result of outside political pressure and climate activism signals to China that our laws are malleable for the right price. The fact that it was considered necessary to preempt the results of the Commerce investigation—which may reach a preliminary determination as soon as August 30, 2022—suggests that the facts of this investigation favor the domestic solar manufacturing industry and not the Chinese companies alleged to have circumvented U.S. law. Our duty is to workers making products in America. A giveaway like this only serves to undermine jobs here in the United States while giving a pass to those using forced Uyghur labor to make these products.

Finally, the use of an emergency declaration to effectuate the moratorium is an overreach. Where the statute speaks of waiving tariffs on “food, clothing, and medical, surgical, and other supplies for use in emergency relief work”, the emergency declaration translates those words into the language of climate catastrophe. The declaration transforms a solar panel into something to be eaten, worn, or used in a hospital to treat the sick. Importantly, official import data show no shortage of solar panels with official data showing a year-over-year increase in imports from the circumventing country sources. And solar projects have been announced since the investigation began, demonstrating that reliable supply exists.

In closing, we are disappointed that the climate change agenda has proven to be an effective means to pre-empt and nullify the legitimate claims of U.S. workers and industry before they can be fully considered through the ongoing investigation by your Department of Commerce. To honor those claims, we urge you to end the self-imposed emergency declaration and let the Commerce Department investigation proceed unimpeded so as not to further increase our economic reliance on China.

Sincerely,
..
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Latta, Rodgers Urge POTUS Reverse Course on Solar Tariff Exemptions
https://latta.house.gov/news/documentsingle.aspx?DocumentID=402570
JUNE 15, 2022
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Today, Congressman Bob Latta (R-OH5) and Energy and Commerce Committee Republican Leader Cathy Rodgers (R-WA5) led a letter with their House colleagues to President Biden to call for a reversal of his recent tariff exemption for solar panels from certain Southeast Asian countries. The tariff exemptions will increase U.S. dependency on Chinese supply chains and punish domestic manufacturers for abiding by U.S. trade rules and regulations.

“The Biden Administration continues to put American manufacturers last, with the latest example being their decision last week to exempt solar panels and components manufactured in Southeast Asia from tariffs,” said Latta. “This decision gives a pass to China, which uses slave labor and is currently under investigation by the Department of Commerce for circumventing American trade laws. It directly penalizes American workers, our domestic solar manufacturing industry, and increases the United States' dependency on foreign nations for our energy needs. We must flip the switch on North American energy production instead of pursuing shortcuts to meet arbitrary environmental goals. The President should reverse course and allow Commerce’s investigation to proceed.”

“President Biden is undermining the ongoing investigation by the Department of Commerce into allegations that Chinese solar companies are circumventing lawfully imposed trade penalties on Chinese solar panels. The Biden administration’s announcement amounts to a two-year amnesty for the Chinese Communist Party for any violations of our trade laws relating to solar panel imports. This action will help China, and harm American solar panel manufacturers and American workers,” said Rodgers. “The Biden Administration’s expansive use of emergency authorities under the Defense Production Act is less about strengthening national security and more about subsidizing an anti-American energy resource agenda, that will undermine the affordable, reliable energy we need for a secure future. America needs to flip the switch on American energy and secure our energy resources. Rather than emboldening China and shutting down American resources, President Biden should be prioritizing America’s vast energy and critical mineral resources to lower prices and secure our supply chains.”
..
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President Biden Allows Duty-Free Importation of Solar Panels from Southeast Asia and Funding for Domestic Manufacturing
https://www.jdsupra.com/legalnews/president-biden-allows-duty-free-9995571/
JUNE 14, 2022

"Biden planlegger å påberope seg forsvarsproduksjonsloven for å gi støtte til usa-laget solcellepaneler, sa folk kjent med saken, som ba om anonymitet for å diskutere private detaljer før en offentlig kunngjøring forventet så snart som mandag."

Blir dette aktuelt er vel dette en vei "rundt" BBB. Betyr dette "denne mandagen" !. Så får vi kanskje høre mer i dag. ‎

Exclusive: Biden to waive tariffs for 24 months on solar panels hit by probe
https://www.reuters.com/world/us/exclusive-biden-use-executive-action-spark-stalled-solar-projects-amid-tariff-2022-06-06/
JUNE 5, 2022
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WASHINGTON, June 5 (Reuters) - President Joe Biden will declare a 24-month tariff exemption on Monday for solar panels from four Southeast Asian nations after an investigation froze imports and stalled projects in the United States, sources familiar with the matter told Reuters.

The move comes amid concern about the impact of the Commerce Department's months-long investigation into whether imports of solar panels from Cambodia, Malaysia, Thailand and Vietnam are circumventing tariffs on goods made in China.

Biden's action would allay companies' concerns about having to hold billions of dollars in reserves to pay potential tariffs, one source familiar with the White House's plans said.

"There is going to be this safe harbor timeout on the ... collection of duties, and that's at the heart of what's going to save all of these solar projects and ensure that they are going forward," the source said.

Biden also will invoke the Defense Production Act to drive U.S. manufacturing of solar panels and other clean energy technologies in the future, with the support of loans and grants, the sources said.
..
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Biden Plans Solar Manufacturing Push to End Project Slowdown
https://www.bloomberg.com/news/articles/2022-06-06/biden-to-spur-renewables-projects-stalled-by-solar-trade-probe
JUNE 6, 2022
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President Joe Biden will take executive action to boost the US solar sector, seeking to revive clean energy projects stalled by a trade dispute and bolster domestic manufacturing so the nation’s climate efforts are less reliant on foreign suppliers.

Biden plans to invoke the Defense Production Act to provide support for US-made solar panels, said people familiar with the matter, who asked for anonymity to discuss private details before a public announcement expected as soon as Monday.

At the same time, the president is set to announce a two-year halt in new solar tariffs, which would allow domestic project developers to continue using foreign-made equipment while US manufacturing ramps up, two of the people said.


..

Yet administration officials have been steadfast that they could not interfere with the Commerce Department investigation, which is tied to antidumping and countervailing duties imposed against China a decade ago to offset subsidization and predatory pricing.

Biden would not be taking action to dismiss the case, which is a quasi-judicial proceeding meant to be apolitical, said the people.

The Commerce Department is set to issue preliminary findings in the case by late August.

One route to end the matter would be if Auxin Solar Inc., the small California-based panel maker that instigated the probe, decides to withdraw its petition, according to trade lawyers. Executive action under the Defense Production Act could support purchases of panels from Auxin and other domestic manufacturers.

..
"

Biden to waive Southeast Asia solar import tariffs for two years
https://www.pv-tech.org/biden-to-waive-southeast-asia-solar-import-tariffs-for-two-years/
JUNE 6, 2022
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US President Joe Biden is to waive tariffs on solar imports from Southeast Asia for two years, reports suggest.

First reported by Reuters earlier today (6 June 2022), Biden is said to be preparing a two-year tariff exemption for solar modules from Cambodia, Malaysia, Thailand and Vietnam through the executive action process, effectively countering the country’s ongoing probe into alleged circumvention of anti-dumping and countervailing duties.

The White House is expected to confirm the tariff exemption and further details later today.

..

The move is likely to draw the ire of US domestic solar manufacturers that have sought protection from the alleged circumvention, however Biden is also reported to be invoking the US Defense Production Act to issue loans and grants in support of solar manufacturing facilities.

More to follow…
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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
“..
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).
..”

“..
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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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
“..
“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.”
..”

Jeg kan godt lide at Hanwha/QCELLS tænker så stort (:

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
“..
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.
..”

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

“..

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)

..”

Altså er ikkje Hanwha/Q-Cells på «svartelista», slik eg forstår det..,

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
“..
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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Lawmakers battle over Commerce tariff probe into solar panel parts
https://thehill.com/policy/energy-environment/3487671-lawmakers-battle-over-commerce-tariff-probe-into-solar-panel-parts/
MAY 14, 2022

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

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

Enig. Bare at følge lidt med på LinkedIn hos REC, så ser man hurtigt at der slåes stillinger op og de holder jobdage.

Jumpstart-Hanwha

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.

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

Med forbehold om at du har inngående kunnskap om polysilicon-fabrikker - hva slags insider-viten har du om hva som skal til for å restarte fabrikken? Og i hvilken stand de har holdt den? At du UTEN den type informasjon skal være i stand til å vite om de trenger 7 eller 11 måneder til oppstart regner jeg for usannsynlig.

Om Rec beslutter å starte fabrikken nå så vil de uansett ikke være klar for fullskalaproduksjon før i 2023. Tar tid å få slike anlegg på beina igjen etter konservering siden 2018/2019. Derfor ikke mer enn tiden og veien til å stå klar til neste sommer om de beslutter å starte NÅ

Tror nok ikke ML kommer til å levere poly til HS sin produksjon i Sør Korea, da de nettop signerte 10 års kontrakt for leveranse der.

https://m.pulsenews.co.kr/view.php?year=2022&no=381848

Tror heller det vil komme åpninger for produksjon av wafer i US.
Ordner seg dette.

Var også inne på tanken om produksjon for lager. Veit nokon om Hanwha produserer wafer i Korea?
Hanwha skal utvida sin panel-kapasitet i Korea. Kanskje med wafer som har polysil frå Moses Lake?
Blir veldig mykje spekulasjonar dette, men husk Hanwha si melding: "help Rec jumpstart" nettopp ML.

Kanskje de kan «starte motoren», og produsere noe for lager - som en start - så lenge de vet de har kunder som skal ha disse varene litt senere. En buffer hos Rec, og/eller hos kundene er sikkert mulig i en oppstartsfase. (Bare en tanke…;)

SE annen tråd: Der det opplyses at Hanwha ikke setter i gang sin egen polysiliconproduksjon i Korea. Derfor kan REC godt bli leverandør alt fra tidlig 2023.

Nei, ser det poenget. Kundar i ML er vel ikkje klar til å ta i mot för seinare i 2023.
Og Rec har vel ingen andre dei kan levera til frå ML?

Pletskud.

Hovedpoenget er at sakene som Hanwha potensielt kan bli anklaget for (altså produksjon direkte eller indirekte knyttet til Kina og forholdene der) vil underbygge viktigheten av å flytte mest mulig av produksjonen til vestlige land, og da spesielt til Rec. Hanwha må komme med mer konkrete planer, men uansett så er det ikke mer enn tiden og veien hvis Hanwha skal ha noe som helst klart i H2 2023. Det må rett og slett komme noe formelt snart, og jeg tror ikke de har tid til å vente på SEMA, selv om det er dette som settes som et vilkår inntil videre.

Hvilken fabrikk skal ML levere til ved årsskiftet tenker du?

Takker for kort og beroligende svar, harlin.
ML kan vel starte opp med en viss produksjon alt fra årsskiftet, hviss dette gir bedre økonomi enn å stå stille?

Dette vil utelukkende være en fordel for Rec, også om Hanwha får anmerkninger i saken. Løsningen på alle disse problemene vil være produksjon i ML. Punktum.

Min engelsk-kunnskap strekker ikke helt til, men muligens vil Google Translate hjelpe meg til å forstå hvordan «Big Lie» og uenigheten omkring dette tema vil eller kan påvirke Rec og Hanwha/Q-cells. Skjønner det kan bety stopp i import der bruk av tvangsarbeid påvises. Tror dette kan ta tid og kanskje innebære rettstvister.
Men mindre import vil vel i alle fall Rec kunne dra nytte av ved å få i gang Moses Lake anlegget snarest. Og Q-Cells kan vel en periode få solgt færre solpaneler, av hvilke de ikke selv produserer i USA (men importerer). Men inntil videre er jeg litt på bar bakke hva gælder innholdet i dagens meldinger.