The recent swathe of announcements from US policymakers – coupled with growing geopolitical unrest regarding Chinese manufacturing dominance and the role of solar PV from an energy security standpoint – has the potential to redefine PV technology, manufacturing and component supply chains in a way that the industry has never seen before, writes Finlay Colville, head of research at PV Tech.
A secure transition to net zero emissions globally will require countries to diversify and expand the production of solar modules, whose supply chains are heavily concentrated in China, according to new research from the International Energy Agency (IEA).
US authorities’ move to require documentation showing the source of quartzite in solar module imports should come as no surprise, experts have said, amid suggestions most companies will be able to overcome the latest hurdle that threatens to delay shipments.
US President Joe Biden’s decision to waive import tariffs on solar modules and other components for two years promises to thaw what had become a frozen market. PV Tech Insights will explore the next steps for US solar.
Installed rooftop solar capacity globally is on track to increase 61% between 2021 and 2025 as policy support encourages deployment and homeowners look to mitigate high electricity prices.
India must scale up investment in the large-scale domestic manufacture of upstream PV products to avoid the risk of logistics and commodity price fluctuations posed by its current high levels of solar imports, new research has suggested.
Renewable energy trade associations have hit out at a new tariff investigation request from a US solar manufacturer, warning that the filings could derail efforts to tackle the climate crisis and slow economic growth.
