Heliene seeing soaring demand for modules as AD/CVD case continues, eyeing capacity expansions as a result

Facebook
Twitter
LinkedIn
Reddit
Email
Heliene is eyeing greater capacity expansions in light of soaring demand following the AD/CVD investigation. Image: Heliene

Canadian PV module manufacturer Heliene has seen unprecedented demand for its modules following the US Department of Commerce’s (DOC) decision to investigate alleged anti-dumping and circumvention (AD/CVD) by solar manufacturers in Thailand, Vietnam, Malaysia and Cambodia, which continues to spread chaos across the US solar sector.

Its president Martin Pochtaruk, speaking to PV Tech at Intersolar 2022, where we are also running a live blog, said the case has “turned the US solar industry inside out” and that his company was now sold out for orders until the end of 2023.

This article requires Premium SubscriptionBasic (FREE) Subscription

Unlock unlimited access for 12 whole months of distinctive global analysis

Photovoltaics International is now included.

  • Regular insight and analysis of the industry’s biggest developments
  • In-depth interviews with the industry’s leading figures
  • Unlimited digital access to the PV Tech Power journal catalogue
  • Unlimited digital access to the Photovoltaics International journal catalogue
  • Access to more than 1,000 technical papers
  • Discounts on Solar Media’s portfolio of events, in-person and virtual

Or continue reading this article for free

Heliene does not source any of its module components from China or the countries under investigation, meaning it will avoid any retroactive tariffs the DOC might decide on. It has certified manufacturing facilities in Indonesia and India and Pochtaruk said Heliene is also looking to certify another facility in India, bringing its total manufacturing capacity to 900MW.

This 900MW will be online next year, up from around 660MW this year, and is already all accounted for, with Heliene completely booked up until the end of next year. Given the soaring demand, Pochtaruk is also eyeing capacity expansions to the tune of an extra 300-400MW, with Heliene already getting quotes from equipment suppliers. Any expansion would be decided after DOC’s predetermination in August, he clarified.

Even though countless companies are contacting the manufacturer as US developers scramble to access modules, Heliene has prioritised its previously clients with which it has long-standing relationships, Pochtaruk said.

Utility developers trying to source massive capacities of modules as supply in the US dries up are trying to negotiate on price despite colossal demand, he says, adding that Heliene prefers to work with its existing clients on smaller projects with better margins.   

He is also sceptical that the AD/CVD case, which has been described as a “monumental loss” for the US solar industry, will be resolved anytime soon. The DOC decided to investigate the case in March, with preliminary findings of the investigation be published on or before 30 August 2022, although there have been calls to expedite this.

Pochtaruk said that given the size of DOC’s investigative team and other ongoing cases outside of solar, it was highly unlikely that the decision will be brought forward, despite intense political pressure to do so given the case is predicted to slash 24GW of US solar capacity over the next two years.  

The other prominent module manufacturer in Canada, Silfab Solar, which Heliene enjoys a close relationship with, sources some of its components from Thailand, meaning it has more invested in seeing a quick resolution to the AD/CVD case, Pochtaruk said.

17 June 2025
Napa, USA
PV Tech has been running PV ModuleTech Conferences since 2017. PV ModuleTech USA, on 17-18 June 2025, will be our fourth PV ModulelTech conference dedicated to the U.S. utility scale solar sector. The event will gather the key stakeholders from solar developers, solar asset owners and investors, PV manufacturing, policy-making and and all interested downstream channels and third-party entities. The goal is simple: to map out the PV module supply channels to the U.S. out to 2026 and beyond.
7 October 2025
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 7-8 October 2025 is our third PV CellTech conference dedicated to the U.S. manufacturing sector. The events in 2023 and 2024 were a sell out success and 2025 will once again gather the key stakeholders from PV manufacturing, equipment/materials, policy-making and strategy, capital equipment investment and all interested downstream channels and third-party entities. The goal is simple: to map out PV manufacturing in the U.S. out to 2030 and beyond.
21 October 2025
New York, USA
Returning for its 12th edition, Solar and Storage Finance USA Summit remains the annual event where decision-makers at the forefront of solar and storage projects across the United States and capital converge. Featuring the most active solar and storage transactors, join us for a packed two-days of deal-making, learning and networking.

Read Next

June 10, 2025
Australia’s Queensland government has confirmed an AU$2.4 billion investment in the CopperString transmission project, aiming to extend the National Electricity Market (NEM) to the North West Minerals Province.
June 9, 2025
Solar manufacturer Qcells has launched a recycling arm, called EcoRecycle, and a recycling plant in the US state of Georgia.
June 9, 2025
Sonnedix has signed a power purchase agreement (PPA) with Renfe to supply 420GWh of renewable energy annually for its commercial operations.
June 9, 2025
Growing political headwinds threaten to dent US solar manufacturing and project deployment, despite a strong start to 2025.
June 9, 2025
US residential solar installer Sunnova has laid off more than half of its workforce, while a subsidiary from Delaware filed for Chapter 11 bankruptcy.
June 6, 2025
rPlus Energies has secured more than US$500 million for an 800MW solar-plus-storage project in Emery County, Utah, US.  

Subscribe to Newsletter

Upcoming Events

Solar Media Events
June 17, 2025
Napa, USA
Upcoming Webinars
June 30, 2025
10am PST / 6pm BST
Solar Media Events
July 1, 2025
London, UK
Solar Media Events
July 1, 2025
London, UK
Solar Media Events
September 16, 2025
Athens, Greece