With the US Department of Commerce finding that solar manufacturers in Southeast Asia are circumventing duties on Chinese PV cells, questions have been raised over potential legal challenges that lie ahead and whether American project developers will be able to secure enough modules to meet soaring demand.
Solar module manufacturer REC has shelved the construction of a 4GW French heterojunction module manufacturing facility, citing "changes in market conditions".
Major polysilicon producer Daqo New Energy has increased its expected polysilicon production capacity by 100,000MT in Inner Mongolia and reach a total production of 305,000MT by the end of 2023.
Solar PV capacity is expected to almost treble over the 2022-2027 period, growing by 1.5TW and will surpass coal as the largest source of power capacity worldwide, according to a report from the IEA.
Shuangliang Eco-Energy is planning to set up a new wholly owned subsidiary, Shuangliang New Silicon Materials (Baotou), to invest in and build a mono silicon ingot pulling project with an annual output of 50GW.
Canadian Solar has signed a 256MW module supply agreement with South African independent power producer (IPP) SOLA Group. The modules will supply what Canadian Solar has said will be South Africa’s two largest solar PV plants.
The US Department of Commerce has found that imports of some PV cells and modules produced in four Southeast Asian countries are circumventing antidumping duty and countervailing duty (AD/CVD) orders on solar cells and modules from China.
Europe needs to galvanise a competitive PV manufacturing ecosystem in the same vein as the US Inflation Reduction Act (IRA), according to the European Solar Manufacturing Council (ESMC).
