Is the U.S. About to Enter a New Solar Trade Dispute?

by Shayle Kann, MJ Shiao, Jade Jones, Thazin

Suniva’s Bankruptcy Filing and Potential Trade Petition

On April 17, Suniva filed a Chapter 11 petition for bankruptcy. As part of its declaration, Suniva stated that it has raised post-petition financing from SQN Asset Servicing, LLC, contingent on Suniva prosecuting a petition under Section 201 of the Trade Act of 1974. A successful petition via Section 201 would have an intentionally adverse impact on imported solar modules, although the full scope of the petition is not yet public.

This new subscriber-only research note provides an overview of Section 201, the state of the U.S. solar module manufacturing industry, and the wide-ranging potential impact of a filing from Suniva and subsequent case on the U.S. solar industry. 


This note is only available to solar research subscribers. To learn more, please contact solarsubscription@gtmresearch.com.

Shayle Kann Head of GTM Research & Senior Vice President, Greentech Media

Shayle Kann leads GTM Research, the market analysis, advisory and consulting division of Greentech Media. GTM Research analyzes and forecasts the dynamics impacting the transformation of the global electricity sector. An expert on next-generation energy, he has presented at conferences around the world, been featured in publications such as The Economist, New York Times, Wall Street Journal, Washington Post, Forbes, Bloomberg, Reuters, and Financial Times, spoken at Harvard, Yale, MIT and Columbia, and testified in front of the U.S. House of Representatives.

MJ Shiao Head of Americas Research

MJ Shiao is the Head of Americas Research at GTM Research and manages GTM's solar market analyst team. He is responsible for strategy and development of GTM Research's coverage of the global solar market and solar market intelligence product suite. MJ is a leading expert on solar PV technologies and costs, authoring dozens of reports and leading custom engagements on U.S. solar, PV inverters, solar power electronics, PV balance of systems, solar monitoring, thin film PV and other solar topics. A 9-year veteran of the solar industry, MJ has experience ranging from fabrication of crystalline silicon solar cells to PV project development.

Jade Jones Senior Analyst, Solar

Jade Jones is a Senior Solar Analyst with GTM Research covering the global solar supply market. Jade aggregates and analyzes technology and pricing data within the solar manufacturing sector which informs both research and consulting. Prior to GTM, she has held several positions providing insight into the key relationships, business models and technology trends that are shaping the cleantech sector. Jade has a BS in electrical engineering from the University of California, Santa Barbara.

Thazin Analyst, Solar

Thazin is a Solar Analyst with GTM Research, focusing on the global upstream solar market. Prior to GTM, her experiences include utility business model and community solar research, off-grid PV system design, and residential energy storage modeling. She graduated from Stanford University with a master's degree in Sustainable Design and Construction and a bachelor's degree in Electrical Engineering, both with a focus on energy.

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