How pervasive is the CBD antidumping action and what are the effects on solar?

Trade pressures grew in mid-August and September after a group of companies asked the U.S. Commerce Department to impose anti-dumping (AD), and countervailing duty (CVD) orders on a handful of producers of crystalline silicon photovoltaic cells and modules that are imported from Malaysia, Thailand, and Vietnam. In addition, the American Solar Manufacturers Against Chinese Circumvention filed three petitions through the law firm Wiley Rein requesting that Commerce investigate what it said are “unfairly traded imports” from the three countries.

The group said that circumvention of anti-dumping and duties on Chinese solar products has “hobbled the U.S. industry, devastated our supply chains, and put our clean energy future at risk.” A group of companies that decline to be named but say they are players in the U.S. solar industry has asked the U.S. Commerce Department to impose anti-dumping (AD) and countervailing duty (CVD) orders on a handful of producers of crystalline silicon photovoltaic cells and modules that are imported from Malaysia, Thailand, and Vietnam.

“No one saves us but ourselves. No one can, and no one may. We ourselves must walk the path.”

“Buddha”

A CBP lawyer said the detention does not prevent the product from being exported away from the U.S. And that product can be identified regardless of how it enters the U.S., whether by ship, rail, or air freight. The CBP likely will use a wide range of sources to identify potential companies and products, including non-governmental organizations, press reports, the U.S. Department of Labor, as well as international partners.

It is obvious the solar industry is miserably behind both the agriculture and apparel industries when it comes to preparing for and responding to WRO enforcement. Companies in other industries have dedicated teams that monitor for and act to mitigate CBP enforcement risk, he said. By contrast, the solar industry largely has had little recognition of similar risk indicators. CBP enforcement is built into the agriculture and apparel industries because of years of harassment and enforcement.

Continued

The solar industry has made some progress since the beginning of the year to improve supply chain traceability. The Protocol is also intended to help importers meet their U.S. customs law reasonable care obligations and improve an importer’s ability to respond to U.S. Customs and Border Protection (CBP) requests for information and audit inquiries. By following the Protocol and producing the documentation recommended, an importer should be well-positioned to demonstrate both provenance (where something comes from) and avoidance (locations that are not involved in the production of the product). And, companies can avoid CBP detention by shifting supply chains away from potential conflict regions.

Solar customers expect their products to be ethically produced. These protocols help ensure that solar products coming into the United States are not made using forced labor. We want the solar industry to keep growing but not off of the backs of people being controlled by any government or group of people.

“Special”

If you are looking for 380W modules I have 4MWs available immediately. They are located in NJ at a warehouse.

Is a modules shortage on the Horizon?

Please use the link North American Clean Energy – July/August 2021 issue to see the article on pages 16-17 in the issue.

Breaking news from the Biden Administration they are restricting imports of modules manufactured with polysilicon by Hoshine Silicon Co based on allegations of forced labor.

If you want 450W to 600W modules, let us know as we can get the best pricing. Please email me at robert.benedict@unicorn-sd.com or call 916-284-8841.

Unicorn has purchased modules from Aisa, directly saving our customers thousands to hundreds of thousands of dollars (a penny or more a watt). If you are purchasing your modules and you’re interested in considering a competitive bid, we would appreciate the opportunity to assist and de-risk your investment.

To read my article in the North American Clean Energy for March/April issue go to the following link. You will find the article on page 14: North American Clean Energy March/April 2021 Issue by North American Clean Energy – Issuu

Important Note:

USD has partnered with Stem and Enel X and is accredited for storage. If you are looking for storage options on your next or any future projects, please allow us to ensure your storage investment brings the expected returns.

 If you have eight to ten weeks before requiring modules, please let us know, and we will remove all risk by auditing your order from BOM through delivery.

 With an additional two years of 26% ITC, it is time now to remove the tariff.

 If you want 450W to 600W modules let us know as we can get the best pricing. Please email me at robert.benedict@unicorn-sd.com or call 916-284-8841

Last week’s question was, “Do you believe the ITC will be extended?” 38% of the respondents said, Yes.”

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USD focuses on ensuring our customers have a pleasant experience purchasing modules or storage. We have refined the steps of the bid, acceptance, and delivery process. We perform the steps required to satisfy the requirements of all the parties in the acquisition and sale. Please contact us with any questions, and we can help you better understand the value of hiring module professionals to assist your module purchase process.

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