As solar imports to the US face increasing restrictions, domestic manufacturers are racing to build upstream production capability. With 66GW of module capacity chasing just 11GW of domestic cells, the supply chain crunch is reaching a critical inflection point, write Moustafa Ramadan and Joe Hennessy.
A coalition of US solar manufacturers has filed a formal request with the US Department of Commerce to initiate an anti-circumvention inquiry into c-Si PV cells and modules assembled in Ethiopia using Chinese-origin components.
The US DoC has issued preliminary affirmative determinations in antidumping duty investigations, setting preliminary dumping margins of 123.04% for India, 35.15% for Indonesia and 22.46% for Laos.
There is “an emerging and significant compliance risk” for US solar manufacturers and buyers around the origin of solar wafers, according to new analysis from law firm Wiley Rein.
Analysis: As new duties threaten to block PV producers from India, Laos and Indonesia from the US market, the outcome of the Section 232 polysilicon investigation could put an end to the question of who will be next.
