U.S. Solar Outlook Under Section 201: The Trade Case’s Impact on U.S. Solar Demand
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.
6/28/2017: This note has been updated to reflect the Section 201 Petition Update - Clarification by Suniva.
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