Latterlig lavt på kurs kr 1.166, skandale for REC, slik jeg ser det.

Mens vi venter på "nye" nyheter - har dere Rec´ere lest denne fra 27.1? :-) tiden går fort - det har dere sikkert men les den igjen for det er en fin nyhet.

Jada, make Amer..... great.... ag......men vil dette hjelpe Rec Silicon : -------------> How Trump’s tariffs could help — or hammer — solar industry

Jeg har tradet mange år i rec - både opp og ned og mange ganger om dagen og både i rec bull- og rec bear x 2.

Nå tror jeg vi er ved et veiskille her. enten guider TT veldig bra på Q-pres og melder at REC klarer seg bra fremover eller så kjører han den samme gamle leksa om "dette er vi bekymret for" og da daler vi ned rundt 0,80 igjen eller?

Kommer som vanlig til å day trade i rec og bli over natten i rec hvis jeg ser det svinger fremover - men som vanlig vurderer jeg å IKKE sitte inne i rec over natten før Q rec presentasjon. Men denne vurderingen kan også snu seg...

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Rec Silicon : How Trump’s tariffs could help — or hammer — solar industry

01/27/2018 | 02:10pm CET

WASHINGTON — Much of the U.S. solar industry is slamming President Trump’s decision to slap a 30 percent tariff on solar equipment made outside of the United States. But Trump’s confrontational approach has provided a glimmer of hope for U.S.-based companies that make polysilicon, a key component of solar panels.

In 2013, China imposed hefty tariffs on U.S.-made polysilicon, retaliation against the tariffs President Obama levied on Chinese-made solar panels a year earlier. The Chinese tariffs wiped out the business of companies such as REC Silicon, a Norwegian company that runs a solar-grade polysilicon plant in Moses Lake, Wash., which once employed more than 500 people.

Francine Sullivan, vice president for business development at REC Silicon, said her company is no fan of tariffs, but is encouraged that the Trump administration has agreed to negotiate with China on a resolution to longstanding solar trade issues.

“What we need is for them to execute on that commitment as soon as possible,” said Sullivan. “This industry has been absolutely battered by these prolonged trade disputes.”

Hemlock Semiconductor, the other large U.S. manufacturer of polysilicon, also applauds efforts to seek a resolution with Beijing. “Restoring U.S. polysilicon producers’ access to China through such a settlement will preserve and expand U.S. jobs, unleash significant U.S. export capacity while reducing the trade deficit with China,” Hemlock said in a statement.

In 2014, Hemlock was forced to close a new polysilicon plant in Clarksville, Tenn., because of the Chinese tariffs. The company laid off roughly 500 workers. Also lost was $343 million worth of public investment in the plant.

Trump’s tariff has divided the solar industry and triggered rebukes from even Republican governors whose states have stakes in the industry. Companies that sell solar power systems fear the panels and equipment they import will suddenly get more expensive.

But for REC Silicon and Hemlock, U.S.-China talks could be a game changer.

Up until 2013, the two companies accounted for nearly one quarter of worldwide production in polysilicon, the main feedstock in the production of photovoltaic solar cells. The process of making polysilicon is fairly energy-intensive, one reason that U.S. companies based their plants in states such as Washington and Tennessee, which enjoy cheap electricity courtesy of federal energy projects.

According to REC Silicon, the company invested $1.7 billion in 2010 in its Moses Lake plant, with the bulk of its production aimed at the Chinese market. After China imposed a 57 percent tariff on U.S. polysilicon, the company couldn’t compete in China, and lost roughly 80 percent of its business. Over the last three years, REC Silicon has laid off hundreds of workers in central Washington and at another plant in Butte, Montana.

A car drives past some of the 347,000 garage door-sized mirrors awaiting the sun on opening day at the Ivanpah Solar Electric Generating System in the Ivanpah Valley near the California/Nevada border.

Mark Boster

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