New Tariffs From AD/CVDInvestigations Could Stall U.S. Solar Industry

<!DOCTYPE html> <html> <head> <meta charset="utf-8"> <title>New Tariffs From AD/CVDInvestigations Could Stall U.S. Solar Industry – Cea - World-Energy</title> <meta name="keywords" content="Solar" /> <meta name="description" content="(A photovoltaic solar cell)Solar has become the lowest-cost form of new generation in the United States, but the economics behind the manufacturing and procurement of photovoltaic cells may jeopardize 2030 goals.A Clean Energy Associates analysis commissi" /> <meta http-equiv="X-Frame-Options" content="SAMEORIGIN"> <link rel="stylesheet" href="https://www.world-energy.org/statics/images/cpu/js/easytpl/libs/layui/css/layui.css"/> <link rel="stylesheet" href="https://www.world-energy.org/statics/images/cpu/js/layui/css/layui.css"> <link href="https://www.world-energy.org/statics/images/cpu/css/css.css?v=1732697347" rel="stylesheet" type="text/css" />   <script> var _hmt = _hmt || []; (function() { var hm = document.createElement("script"); hm.src = "https://hm.baidu.com/hm.js?37ab132780d9244fadd9d889777cf38f"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(hm, s); })(); </script> <script async src="https://www.googletagmanager.com/gtag/js?id=UA-142476727-1"></script> <script> window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', 'UA-142476727-1'); </script> </head> <body> <div class="search_bar"> <div class="bg"></div> <div class="in"> <a href="javascript:hide_search();" class="close"> <i class="iconfont icon-close"></i> </a> <form action="https://www.world-energy.org/search.html"> <input type="text" name="keyword" value="" placeholder="Please enter the keywords..."> <input type="submit" name="dosubmit" class="dosearch" value="SEARCH"> </form> </div> </div>  <header> <div class="wapper"> <a href="https://www.world-energy.org/" class="logo" title="World Energy"><img src="https://www.world-energy.org/statics/images/cpu/images/001.png" alt="World Energy"></a> <div class="icon fr"> <ul class="share-buttons fl"> <li><a href="https://fb.me/todayworldenergy" target="_blank"><img alt="Share on Facebook" src="https://www.world-energy.org/statics/images/share_icon/Facebook.png" /></a></li> <li><a href="https://twitter.com/theworldenergy" target="_blank" title="Tweet"><img alt="Tweet" src="https://www.world-energy.org/statics/images/share_icon/Twitter.png" /></a></li>  <li><a href="https://www.instagram.com/todayworldenergy/" target="_blank" title="Instagram"><img alt="Instagram" src="https://www.world-energy.org/statics/images/share_icon/Instagram.png" /></a></li>  <li><a href="https://weibo.com/u/7012810869?is_all=1" target="_blank" title="Weibo"><img alt="Weibo" src="https://www.world-energy.org/statics/images/share_icon/weibo.png" /></a></li>   </ul> <span class="txt mr10 ml15" onclick="show_search();">Search</span> <i class="iconfont icon-sousuo" onclick="show_search();" style="font-size: 18px; margin-right: 0; line-height: 29px;"></i> <userlogin id="member_btn"></userlogin> </div> </div> </header> <nav> <div class="wapper"> <div class="links"> <a href="https://www.world-energy.org/channel/11.html">Oil & Gas</a> <a href="https://www.world-energy.org/channel/10.html">Coal</a> <a href="https://www.world-energy.org/channel/12.html">Thermal Power</a> <a href="https://www.world-energy.org/channel/15.html">Solar</a> <a href="https://www.world-energy.org/channel/16.html">Wind Power</a> <a href="https://www.world-energy.org/channel/13.html">Hydropower</a> <a href="https://www.world-energy.org/channel/14.html">Nuclear Power</a> <a href="https://www.world-energy.org/channel/20.html">Power Grid</a> <a href="https://www.world-energy.org/channel/17.html">Hydrogen</a> <a href="https://www.world-energy.org/channel/18.html">Geothermal</a> </div> <div class="links"> <a href="https://www.world-energy.org/channel/21.html">Energy Storage</a> <a href="https://www.world-energy.org/channel/23.html">Energy Efficiency</a> <a href="https://www.world-energy.org/channel/22.html">New Energy Vehicles</a> <a href="https://www.world-energy.org/channel/31.html">Energy Economy</a> <a href="https://www.world-energy.org/channel/26.html">Climate Change</a> <a href="https://www.world-energy.org/channel/19.html">Biomass Energy</a> <a href="https://www.world-energy.org/channel/39.html">Mining and Metailurgy </a> </div> </div> </nav> <div class="sub-nav"> <a href="https://www.world-energy.org/channel/38.html">Video</a> <a href="https://www.world-energy.org/channel/27.html">Policy & Regulation</a> <a href="https://www.world-energy.org/channel/29.html">Exhibition & Forum</a> <a href="https://www.world-energy.org/channel/28.html">Organization</a> <a href="https://www.world-energy.org/channel/37.html">Belt and Road</a>  </div>  <div class="subbox mt30"> <div class="show"> <div class="fl" style="width: 920px;"> <div class="l fl p20"> <h2 class="t title-ff fwb fz24 black"> <a href="https://www.world-energy.org/channel/15.html" class="">Solar</a> </h2> <div class="sub-t title-ff fwb fz16 black mt10"> Wednesday<br/> <em class="color-front fwb">10 Jul 2024</em> </div> <div class="share pt10" style="margin-top: 50px;"> <div class="icon"> <ul class="share-buttons fl"> <li><a href="https://www.facebook.com/sharer/sharer.php?u=http%3A%2F%2Fwww.bytul.com&quote=" title="Share on Facebook" target="_blank" onclick="window.open('https://www.facebook.com/sharer/sharer.php?u=' + encodeURIComponent(document.URL) + '&quote=' + encodeURIComponent(document.URL)); return false;"><img alt="Share on Facebook" src="https://www.world-energy.org/statics/images/share_icon/Facebook.png" /></a></li> <li><a href="https://twitter.com/intent/tweet?source=http%3A%2F%2Fwww.bytul.com&text=:%20http%3A%2F%2Fwww.bytul.com" target="_blank" title="Tweet" onclick="window.open('https://twitter.com/intent/tweet?text=' + encodeURIComponent(document.title) + ':%20' + encodeURIComponent(document.URL)); return false;"><img alt="Tweet" src="https://www.world-energy.org/statics/images/share_icon/Twitter.png" /></a></li> <li><a href="javascript:;" target="_blank" title="Share on LinkedIn" onclick="window.open('http://www.linkedin.com/shareArticle?url=' + encodeURIComponent(document.URL) + '&title=' + encodeURIComponent(document.title)); return false;"><img alt="Share on LinkedIn" src="https://www.world-energy.org/statics/images/share_icon/LinkedIn.png" /></a></li>  <li><a href="javascript:;" target="_blank" title="Share on Weibo" onclick="window.open('http://service.weibo.com/share/share.php?url=' + encodeURIComponent(document.URL) + '&title=' + encodeURIComponent(document.title)); return false;"><img alt="Weibo" src="https://www.world-energy.org/statics/images/share_icon/weibo.png" /></a></li>   </ul> </div> </div> </div> <div class="m fl p20"> <div class="show-c"> <h1 class="title fz26 fwb black"> New Tariffs From AD/CVDInvestigations Could Stall U.S. Solar Industry – Cea </h1> <div class="baseinfo"> <i class="iconfont icon-time"></i> <span>10 Jul 2024    <a href="javascript:;" class="dofav fr fav" title="Add to my favorites" data-id="43403"><i class="iconfont icon-likefill"></i></a> </div> <div class="content mt40"> <div style="text-align: center;"><img alt="" src="https://www.world-energy.org/uploadfile/2024/0710/20240710092206665.jpg" style="width: 910px; height: 607px;" /><br /> <span style="color:#a9a9a9;">(A photovoltaic solar cell)</span></div> <p>Solar has become the lowest-cost form of new generation in the United States, but the economics behind the manufacturing and procurement of photovoltaic cells may jeopardize 2030 goals.</p> <p>A Clean Energy Associates analysis commissioned by the American Council on Renewable Energy (ACORE) surveys the current health of the U.S. solar sector and explores the potential ramifications of new tariffs resulting from antidumping and countervailing duty (AD/CVD) investigations into solar cells and modules imported from Cambodia, Malaysia, Thailand, and Vietnam. CEA finds new potential AD/CVD tariffs could increase costs to a level that significantly restricts solar supply and installations in the U.S., impeding America’s ability to create jobs, provide clean, affordable energy, and achieve climate targets.</p> <p>On June 7, the International Trade Commission voted to find “injury or threat of injury” to the U.S. solar manufacturing import from imports of PV cells, whether or not assembled into modules, from the four aforementioned Southeast Asian nations. Those countries accounted for 78% of all U.S. module imports in 2023 and 58% of its cell imports last year.</p> <p>Potential new duties could raise costs by 10 ¢/W for domestically produced modules and 15 ¢/W for imports, significantly impacting project economics. Duties could apply as early as June 23 (AD) and August 22 (CVD) if there is a “critical circumstances finding” by the ITC.</p> <p>Christian Roselund, senior policy analyst at Clean Energy Associates, sees potential problems ahead if developers can’t get reliable access to PV cells that are affordable enough to make their projects pencil.</p> <p>“The 2022 solar anti-circumvention case (brought by Auxin) caused the slowest quarter for solar imports in two years,” Roselund warned, noting the investigation led to an annual decline in total installed solar volume. The 2022 AD/CVD decision led to a price increase from 35 to 55 ¢/W that was only mitigated through Presidential action, which has since expired.</p> <p>U.S. manufacturers rely heavily on imported cells to run their lines competitively and will need to continue to do so for the foreseeable future, says CEA. While the U.S. is actively constructing the necessary module manufacturing capabilities to support its installation needs, more time is needed to build sufficient cell capacity, and duties on cells could harm growing U.S. module makers. Cell capacity has a longer build-out timeline (over two years) than modules and needs more time to come online due to stringent permitting requirements.</p> <p style="text-align: center;"><img alt="" src="https://www.world-energy.org/uploadfile/2024/0710/20240710092239127.png" style="width: 952px; height: 541px;" /><br /> <span style="color:#a9a9a9;">Courtesy: Clean Energy Associates</span></p> <p>According to CEA’s projections, the United States will need to import up to 41 GW worth of cells and/or modules to meet its quota of projected installations until Section 201’s phase-out in February 2026. Cell imports during this time will likely add a cost burden to buyers.</p> <p>“Module manufacturers need cells and they need them at a low cost to make their pro formas work,” said vice president of market intelligence at CEA, Dan Shreve. “Where are those cells going to come from, and at what cost?”</p> <p style="text-align: center;"><img alt="" src="https://www.world-energy.org/uploadfile/2024/0710/20240710092328613.png" style="width: 935px; height: 539px;" /><br /> <span style="color:#a9a9a9;">Courtesy: Clean Energy Associates</span></p> <p>Shreve contends there has never been a better time to bring new domestic capacity online. He argues Inflation Reduction Act (IRA) incentives support a competitive domestic manufacturing system, which can drive the cost per watt down to 22 cents for a U.S.-made cell (compared to 24 cents from a Southeast Asian country).</p> <p>CEA projects nearly threefold growth in total domestic capacity from 2023 to 2030 and expects 2030 domestic demand for solar cells to be five times the projected U.S. c-Si cell manufacturing capacity.</p> <p>“Tariffs increase capital costs, increased capital costs has an influence on the price of electricity, which has an effect on demand,” noted Shreve.</p> <p style="text-align: center;"><img alt="" src="https://www.world-energy.org/uploadfile/2024/0710/20240710092403831.png" style="width: 956px; height: 548px;" /><br /> <span style="color:#a9a9a9;">Courtesy: Clean Energy Associates</span></p> <p>CEA sees only 7 GW of domestic cell manufacturing in a “meaningful state of production ramping,” projecting 12 GW of capacity by 2030- when installation demand will be closer to 60 GW.</p> <p>Ultimately, Clean Energy Associates contends antidumping and countervailing duties are especially harmful to the solar industry. Duties could raise manufacturing costs, leading to the cancellation of projects with marginal economics and slowing climate goal progress, and leave nearly 34 GW (by 2030) of U.S. PV module capacity without competitively-priced cells.</p> </div> </div> </div> <div class="fl show-keywords_small"> <h2 class="t title-ff fwb fz18 black tr show-keywords-title p20 fl"> Keywords </h2> <div class="fr fz18 keywords"> <i class="iconfont icon-icon-down"></i> <a href="https://www.world-energy.org/search.html?keyword=solar">Solar</a> </div> <div class="fr fz18 keywords"> <div class="fixedad ad mt10 mb30" style="width: 630px; padding: 0 0px; height: auto; overflow: hidden;" id="article_end"></div> </div> </div> </div> <div class="r fr"> <div class="fixedad ad mt10 mb30" style="width: 280px; padding: 0 20px; height: auto; overflow: hidden;" id="article_right_15"></div> <div class="sub-r-title fwb fz16 p20">Hot Ranking</div> <div class="top-views" style="height: auto; overflow: hidden;"> <a href="https://www.world-energy.org/article/44678.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0910/20240910110712511.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">1</span> <h4 class="fz14">Actis Invests in 3.5 GW/4.5 Gwh of Solar-Plus-Storage in Philippines</h4> </div> </a> <a href="https://www.world-energy.org/article/44747.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0912/20240912042230334.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">2</span> <h4 class="fz14">A West Virginia Factory Will Soon Be Home to One of the World’s Largest Solar+Storage Microgrids</h4> </div> </a> <a href="https://www.world-energy.org/article/19403.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2021/0802/20210802031910161.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">3</span> <h4 class="fz14">Thailand: Floating Solar Farm Launch Set for October</h4> </div> </a> <a href="https://www.world-energy.org/article/43979.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0810/20240810103742119.png"> </div> <div class="info"> <span class="fwb fz16 white tc">4</span> <h4 class="fz14">500 MW Solar-Plus-Storage Project Faces Legal Threat in UK</h4> </div> </a> <a href="https://www.world-energy.org/article/44628.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0906/20240906040412297.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">5</span> <h4 class="fz14">Iberdrola Australia Breaks Ground on 376MW Solar-Plus-Storage Site in Queensland</h4> </div> </a> <a href="https://www.world-energy.org/article/42924.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0617/20240617014221953.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">6</span> <h4 class="fz14">Hawaii's Largest Solar-Plus-Storage Facility Now Operational</h4> </div> </a> <a href="https://www.world-energy.org/article/44153.html" class="top-list"> <div class="img"> <img src="https://www.world-energy.org/uploadfile/2024/0819/20240819114305847.jpg"> </div> <div class="info"> <span class="fwb fz16 white tc">7</span> <h4 class="fz14">RWE Progresses Plans for 320MW Solar NSIP in Yorkshire</h4> </div> </a> </div>  </div> </div> <div class="show-rela"> <div class="l fl p20"> <h2 class="t title-ff fwb fz20 black tr">More News</h2> </div> <div class="r fr"> <ul id="lists"> </ul> <div class="weui-loadmore" id="tips_loading"> <i class="weui-loading"></i> <span class="weui-loadmore__tips">Loading……</span> </div> <div class="page-tips" id="tips_none" style="display: none;"> <i class="iconfont icon-web__zanwujilu"></i><br/> No information at all </div> <input style="display: none;" type="button" class="channel-getmore" data-page="1" value="MORE"> </div> </div> </div> <footer class="mt30"> <div class="wapper"> <div class="fl mr35" style="margin-top: 8px;"> <img src="https://www.world-energy.org/statics/images/cpu/images/002.png"> <div style="margin-top: 20px; color: #fff; opacity: 0.7;"> <div style="text-align: center;"><strong><span style="font-size:8px;"><span style="font-family:微软雅黑;">Promoter </span></span></strong><strong style="font-size: 8px;">of World</strong><br /> <strong style="font-size: 8px;">Energy Cooperation</strong></div> </div> </div> <div class="nav_w"> <a href="https://www.world-energy.org/channel/11.html">Oil & Gas</a> <a href="https://www.world-energy.org/channel/10.html">Coal</a> <a href="https://www.world-energy.org/channel/12.html">Thermal Power</a> <a href="https://www.world-energy.org/channel/15.html">Solar</a> <a href="https://www.world-energy.org/channel/16.html">Wind Power</a> <a href="https://www.world-energy.org/channel/13.html">Hydropower</a> <a href="https://www.world-energy.org/channel/14.html">Nuclear Power</a> <a href="https://www.world-energy.org/channel/20.html">Power Grid</a> <a href="https://www.world-energy.org/channel/17.html">Hydrogen</a> <a href="https://www.world-energy.org/channel/18.html">Geothermal</a> <a href="https://www.world-energy.org/channel/21.html">Energy Storage</a> <a href="https://www.world-energy.org/channel/23.html">Energy Efficiency</a> <a href="https://www.world-energy.org/channel/22.html">New Energy Vehicles</a> <a href="https://www.world-energy.org/channel/31.html">Energy Economy</a> <a href="https://www.world-energy.org/channel/26.html">Climate Change</a> <a href="https://www.world-energy.org/channel/19.html">Biomass Energy</a> <a href="https://www.world-energy.org/channel/39.html">Mining and Metailurgy </a> <a href="https://www.world-energy.org/channel/38.html">Video</a> <a href="https://www.world-energy.org/channel/27.html">Policy & Regulation</a> <a href="https://www.world-energy.org/channel/29.html">Exhibition & Forum</a> <a href="https://www.world-energy.org/channel/28.html">Organization</a> <a href="https://www.world-energy.org/channel/37.html">Belt and Road</a> </div> <div class="footer_about mt10"> <h3 class="t"><strong>Contact Us</strong></h3> <div class="c"> <p>TEL: +86-10-6399 0880<br /> E-mail: <a href="/cdn-cgi/l/email-protection#bacdd5c8d6de97dfd4dfc8ddc394d5c8ddfad5cfced6d5d5d194d9d5d7"><span class="__cf_email__" data-cfemail="fc8b938e9098d19992998e9b85d2938e9bbc93898890939397d29f9391">[email protected]</span></a><br /> <strong><u><a href="https://www.world-energy.org/list-92-1.html">About Us</a></u></strong>       <strong><u><a href="https://www.world-energy.org/list-95-1.html">Disclaimer</a></u></strong></p> <p> </p> <p><strong>Link:</strong><br /> <a href="https://www.wedoany.com/">wedoany.com</a><br /> <a href="http://www.nengyuanjie.net/">nengyuanjie.net</a><br /> <a href="https://climatetechreview.com/">ClimateTechReview</a></p> <p> </p> </div> </div>  </div> <div class="copyfrom"> 2020 World - Energy Media. All rights reserved </div> </footer> <script data-cfasync="false" src="/cdn-cgi/scripts/5c5dd728/cloudflare-static/email-decode.min.js"></script></body> </html> <script type="text/javascript">var APP_PATH = "https://www.world-energy.org/";</script> <script type="text/javascript" src="https://www.world-energy.org/statics/images/cpu/js/easytpl/libs/layui/layui.js"></script> <script type="text/javascript" src="https://www.world-energy.org/statics/images/cpu/js/easytpl/js/common.js?v=318"></script> <script type="text/javascript" src="https://www.world-energy.org/statics/images/cpu/js/jquery.min.js"></script> <script language="javascript" type="text/javascript" src="https://www.world-energy.org/statics/js/formvalidator.js" charset="UTF-8"></script> <script language="javascript" type="text/javascript" src="https://www.world-energy.org/statics/js/formvalidatorregex.js" charset="UTF-8"></script> <script type="text/javascript" src="https://www.world-energy.org/statics/images/cpu/js/js.js"></script> <script type="text/javascript" src="https://www.world-energy.org/statics/images/cpu/js/SuperSlide/jquery.SuperSlide.2.1.1.js"></script>  <script type="text/javascript"> jQuery(".roll-fold").slide({mainCell:".bd ul",effect:"fold",autoPlay:true,interTime:5000}); $(function(){ $('.fixedad').each(function(){ var pos = $(this).attr('id'); $.getJSON('https://www.world-energy.org/index.php?m=adver&c=index&a=get_fixed_ad&jsoncallback=?',{pos:pos},function(data){ if(data.html != ''){ $('#'+pos).html(data.html); if( $('#'+pos).attr('data-addclass') ){ $('#'+pos).addClass( $('#'+pos).attr('data-addclass') ); } } }); }); }); </script><script type="text/javascript"> $(function(){ $('.content img').each(function(){ $(this).removeAttr('style').removeAttr('height'); var alt = $(this).attr("alt"); if( alt && alt.length > 1 ){ var str = '\ <em class="img-alt">\ <i class="iconfont icon-arrLeft-fill"></i>\ '+alt+'\ </em>\ '; $(this).after(str); } }); get_rela(); $(document).on('click','.channel-getmore',function(){ get_rela(); }); }); function get_rela(){ var that = $('.channel-getmore'); that.val('Loading……').attr('disabled','disabled'); var page = that.attr('data-page'); var data = { page:page, id:'43403', num:8 }; $.ajax({ url:'https://www.world-energy.org/index.php?m=cpu&c=index&a=get_rela_news', data:data, type:'post', dataType:'json', success:function(res){ if(res.type == 'success'){ if(res.data == ''){ if( page == 1 ){ $('#tips_none').show(); $('#tips_loading').hide(); that.remove(); }else{ that.val('No information at all'); } }else{ $('#tips_none').hide(); $('#tips_loading').hide(); var str = ''; for (i in res.data){ if( res.data[i].thumb ){ str += '\ <li>\ <a href="'+res.data[i].url+'" '+res.data[i].rel+' class="box-mid-rela href fl">\ <div class="pic"><img src="'+res.data[i].thumb+'"></div>\ <h3 class="fz18 black m5">\ '+res.data[i].title+'\ </h3>\ </a>\ </li>\ '; /* str += '\ <li>\ <a href="'+res.data[i].url+'" class="box-mid href fl">\ <div class="pic"><img src="'+res.data[i].thumb+'"></div>\ <h3 class="fz18 black m5">\ '+res.data[i].title+'\ </h3>\ <span class="box_desc m5" style="line-height:20px;">\ '+res.data[i].description+'\ </span>\ </a>\ </li>\ '; */ }else{ str += '\ <li>\ <a href="'+res.data[i].url+'" '+res.data[i].rel+' class="box-mid-rela href fl">\ <h3 class="fz18 black m5" style="line-height:20px;">\ '+res.data[i].title+'\ </h3>\ </a>\ </li>\ '; /* str += '\ <li>\ <a href="'+res.data[i].url+'" class="box-mid href fl">\ <h3 class="fz18 black m5" style="line-height:20px;">\ '+res.data[i].title+'\ </h3>\ <span class="box_desc m5">\ '+res.data[i].description+'\ </span>\ </a>\ </li>\ '; */ } } $('#lists').append(str); that.val('Get More').removeAttr('disabled'); that.attr('data-page',parseInt(that.attr('data-page')) + 1); } }else{ weui.topTips(res.message); } } }); } </script>

CINXE.COM

New Tariffs From AD/CVDInvestigations Could Stall U.S. Solar Industry – Cea - World-Energy