U.S. Solar Outlook Under Section 201: The Trade Case’s Impact on U.S. Solar Demand

by Cory Honeyman, MJ Shiao, Ben Gallagher

Suniva’s Section 201 of the Trade Act of 1974 petition to the International Trade Commission could send shockwaves through the U.S. solar industry.

In this brief, GTM Research explores the drivers behind each segment’s forecasted downturns below our base-case projections. These forecast scenarios analyze impacts on residential solar economics vs. grid prices, as well as the sensitivity of specific procurement types for commercial, industrial and utility-scale solar to increased module prices.

suniva trade case

6/28/2017: This note has been updated to reflect the Section 201 Petition Update - Clarification by Suniva.

This report is available for purchase or as part of GTM's solar research subscription. Contact solarsubscription@gtmresearch.com to learn more.


Cory Honeyman Associate Director, U.S. Solar

Cory Honeyman is the Associate Director of U.S. Solar at GTM Research and manages GTM’s U.S. solar market analyst team. He is responsible for strategy and development of GTM Research’s coverage of the downstream U.S. solar market, including all reports, products, and custom engagements on trends in policy, market design and project development.

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.

Ben Gallagher Senior Analyst, Solar

Ben is a Senior Solar Analyst at GTM Research specializing in PV systems and balance of systems components. Before joining GTM Research, Ben worked in China and the U.S. in clean-tech manufacturing and for The National Renewable Energy Laboratory (NREL). Ben holds a B.A. in East Asian Studies from Skidmore College and an M.A. in International Environmental Policy from the Middlebury Institute of International Studies.

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