US solar must work through latent demand ‘bubble’ before AD/CVD intervention is felt


Despite US President Joe Biden’s AD/CVD intervention, US solar continues to face delays owing to a “bubble” of demand that has built up over the last year.

However any prospective legal challenge to the waiving of tariffs faces an uphill struggle given the timelines involved, PV Tech’s latest Insights webinar has heard.

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PV Tech was joined earlier this week by Clean Energy Associates’ Paul Wormser and Stoel Rives’ Morten Lund to discuss President Biden’s two-year waiving of anti-dumping and countervailing tariffs on solar cells and modules originating from Southeast Asia and, crucially, the next steps for the markets in light of the intervention.

While Biden’s executive action has undoubtedly removed uncertainty in the marketplace and opened up module supply, there remains a “bubble” of demand that has been building since the Biden administration’s withhold and release order on imports containing products linked to silicon metal provider Hoshine. That order prompted the seizure of some solar module shipments at the US border, complicating supply.

That bubble was further exacerbated by the risk posed by the Department of Commerce’s AD/CVD investigation and the latent demand will “take some time to be worked through”, Wormser said, adding that most manufacturers are now sold out through this year, with some sold out into 2023 and 2024.

There is good news for developers, EPCs and other importers however with the verdict that any prospective legal challenge to the executive action – which has been mooted as a possibility – faces an “uphill struggle” given the two-year time limit on the waiver, as discussed by Lund.

The full webinar can be viewed on demand below.

21 March 2024
This special webinar will look at one of the most important changes impacting PV manufacturing today; how to establish and sustain new facilities around the world. For more than two decades, policy-makers have grappled with the challenges of nurturing domestic manufacturing sectors. Many countries have tried to create domestic sectors: Japan, Taiwan, South Korea, India, Europe and the U.S. But success stories have been rare. Mistakes seem to be repeated. And all the while, Chinese dominance of the industry has only increased. However, in the past 2-3 years, new drivers have emerged that suggest the dream of a global PV manufacturing ecosystem could be a reality. Join us as we shed light on this.
21 May 2024
Understanding the PV module supply to the U.S. market in 2024 & 2025. The conference gathers together developers, independent power producers and module suppliers to the U.S. solar market as well as EPCs, banks, investors, technical advisory and testing & certification specialists.
8 October 2024
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 8-9 October 2024 is our second PV CellTech conference dedicated to the U.S. manufacturing sector. The event in 2023 was a sell out success and 2024 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.

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