REC Solar has expanded a module supply agreement with US residential installer SolarCity struck earlier this year in the wake of the US anti-subsidy ruling on Chinese manufacturers.
The Norway-based manufacturer will now supply 220MW of its Peak Energy panels to SolarCity between now and the end of next year.
The original equipment manufacturer (OEM) deal first agreed in June was for an initial 100MW, with an option to be expanded to 240MW.
“The rapid adoption of the increased volume demonstrates the successful start of the relationship between the two companies,” said Arndt E. Lutz, senior vice president of REC Group and managing director of its North American business. “We pride ourselves on quality, reliability and integrity, which are reflected in REC's manufacturing and product excellence as well as the way we conduct business.”
The deal is significant in the context of the US government’s decisions over the summer to impose anti-subsidy and anti-dumping duties on module equipment imported from Chinese manufacturers, including those with Taiwanese cells. Being based in Norway, REC is exempt from the duties, allowing it to capitalise on the increased price of Chinese modules resulting from the import tariffs.
REC said it now had agreements to supply 385MW of modules for the US residential, commercial and utility markets, of which 313MW will be shipped in 2015, representing 26% of its expected 1.2GW of production next year.
SolarCity itself has also embarked on plans to safeguard its future module supply in the face of increasingly hostile relations in the global PV equipment trade.
Shortly after the REC deal, the California-based company revealed its acquisition of West Coast start-up Silevo. Together the two companies are working on a 1GW ‘made in America’ module fab in New York State, with plans to ramp that further.