How to Settle the US-China Solar War
Herman K. Trabish: June 3, 2013
The two world powers either rise or fall together.
Recent Report:
PV Technology and Cost Outlook, 2013-2017
The two world powers either rise or fall together.
Negotiations end with nothing but an imminent trade war.
Growing demand in Japan and China, along with reductions in inventory, pushed solar prices up last month. Will this reversal continue over the course of the year?
Losses, inventory issues, tariffs, cost accounting: it’s the solar industry in a nut shell.
Nine technology areas that could drive increased c-Si efficiencies, higher yields, and meaningful cost gains in the near term.
“When you own the customer, you own the price and you own the volume.”
India solar manufacturers face “bankruptcy, loan restructuring and pleas to the government.”
While PV makers sell off inventories, nobody is wearing out factory equipment or buying new.
China continues to import half of its polysilicon with 80 percent of its polysilicon manufacturers out of business.
GTM Research publishes new report on polysilicon market, examining the epic price declines of 2011, the effect on the larger PV supply chain and the future of the market.
Stay tuned for updates as the ITC votes on “injury” this morning.
“Our coalition is challenging systematic, massive and ever-escalating forms of trade and subsidies that are quite simply illegal, unacceptable and anti-competitive.”
“SolarWorld’s actions are now threatening to directly hurt all levels of the US solar industry and could undermine decades of industry progress and innovation.”
Weak demand keeps polysilicon production flat quarter over quarter.
Two new products show the innovation coming from China’s solar firms.
The shift from the centralized utility model is forcing utilities—for the first time in their existence—to figure out how to compete.
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