SolarWorld: is “won” or “Mama”?

Polaris solar PV net news: on July 25, the United States Commerce Department said applications for SolarWorld’s China PV trade survey results. A preliminary investigation found that from the Chinese mainland and Taiwan import crystalline silicon photovoltaic product dumping, and decided that high tariffs on products involved.

Despite the CASE, as well as a number of other organizations to pay for the lawsuit had made hard efforts, SolarWorld is still a great victory. As far as SolarWorld said the decision blocked the Chinese PV manufacturers use units of factory production of solar cell manufacturing component then evade, circumvent United States tariff loophole.

Following are preliminary results:

1. Trina, renesola/apt according to preliminary rulings, will be 26.33% and 58.87% respectively of the anti-dumping duties;

2.42 the other exporters will be subject to an average rate of tariff of 42.33%;

3. Taiwan’s findings: the mandatory respondent Yu Jing and Motech are subject to preliminary antidumping duty of 27.59% and 44.18%, respectively. Other Taiwan manufacturers and exporters will be subject to anti-dumping duty of 35.89% on average.

In response to SolarWorld United States Branch of the appeal, United States Department of Commerce on January 23 this year on crystalline silicon photovoltaic product imported from China launched anti-dumping and countervailing duties (“double”) to investigate. On June 3, 2014, United States Department of Commerce announced that China imported from crystalline silicon solar module anti-subsidy investigation and preliminary rulings. Initially determined China exports to the United States of crystalline silicon photovoltaic products to make excessive government subsidies, subsidies for 18.56% to 35.21%. Following the assessment of manufacturers and products, Suntech (WuxiSuntech) was 35.21% the tariff maximum. Trina (TrinaSolar) by 18.56%, complaints of other solar plants in China, initially determined rate of 26.89%.

Two successive victories, SolarWorld overjoyed. Praised the United States Department of Commerce authorities to “resolve” with most companies having to pay 47% integrated tariff effective immediately when the statement, SolarWorld did not forget a sop.

Mukesh ˙ Durrani (MukeshDulani) said, “I and my workers to the United States in conflicts between domestic enterprises and foreign enterprises, the Government again was very pleased with the role played, the domestic product, remove obstacles to fair competition. “He also said,” we have to compete with dumped products, today’s Bill will have on United States expansion and upgrading of the manufacturing industry is of great significance. ”

However, the United States Department of Commerce’s decision, United States solar industry groups have different views. Countervailing when preliminary rulings, CASE (United States and cheap solar Union) defended the “PV industry needs to market growth. To achieve this goal, SolarWorld has to come to the negotiating table, and the American solar industry in search of global solar industry chain and win-win way. We pleaded with the White House summoned both sides to the negotiations, urging SolarWorld recognise their own, joined United States industry with support to the solar energy industries Association (SEIA) work. ”

“Imposing punitive tariffs very destructive, would increase United States solar customers cost and delay the United States the pace of solar installations. “SEIA RhoneResch, President and CEO said,” and this tax for SolarWorld, the founder of benefit from 2012 in the case of rare-and we can detect. ”

The preliminary results, SEIA said the upgrade again for trade disputes lay hidden, and reaffirmed the position of a negotiated settlement. Indications that the “anti-dumping” initial award was a victory for SolarCity, but they have “betrayed” signs, and in the end, it falls far short of the ultimate goal. The solar industry and the influence of marketing and feedback, also blew it.

Influence of geometry?

Following the 2012 imposed on Chinese products “double reverse” tariffs, PV product shipments imported from China have been on a downward trend. This is the United States of trade for the second time against the Chinese PV industry. But last only for photovoltaic cells, and this covers the entire crystalline silicon photovoltaic products.

According to statistics, 2013 County area of crystalline silicon solar module output worth 1.49 billion US dollars, less than half of 2011. While Taiwan’s exports to the United States grew to $ 657 million. Although from 2011 to 2013 Super 50% decline in the value of PV modules imported from China, but the United States market is increasing the 1.85 gigawatts in 2011 to 2013 4.34 GW.

2013, China supplied the United States component needs 31%, distributed solar market has more than 50%, so to speak, “double reverse” is not only cause harm to Chinese enterprises and is growing on the United States market is a huge crisis. Confidence and enthusiasm so dispirited, SolarWorld has little benefit and may even continue to shrinking sales.

Chinese enterprises are no longer young

In fact, in the first photovoltaic “double reverse”, the worldwide photovoltaic supply will have to have a profound understanding of the crisis. Their responses are more sophisticated.

With China Ministry of series stern of aimed at optimization industry chain, and “purification” excess capacity of regulations note telling of “card”, and “brush”, and EU, and United States area on China PV products of heavy tax class received, PV manufacturer were is suffered has huge loss, caused continuous several quarter liabilities losses, is also let China once served for Golden of “capacity expansion on the” thought completely change came. Increased capacity is no longer manufacturers increased shipments only (at least not preferred), different suppliers, with obviously different strategies.

Diversification of supply policy is reflected not only between different companies, as shown in the following table, even with the vendor, for different geographical areas of the market will also have different markets. Renesola, for example.

1. the European and American markets: by way of cooperation with local factories, through dealers who sell components to install them directly or power plant developers, 2. China market:–with their peers as way as sitech, businesses directly to the downstream power station expansion, development and construction of photovoltaic power plants, use all domestic package;

3. the Japan market: establishing a joint venture packaging plant capacity of 80MW component and Japan demand for its own brand, expand its presence in Japan roof power station market share;

Through these means, renesola went from the world’s leading high-end market wholesale to retailers turn that aimed at by this method at the end of 2014 to complete at least half of sales. Current photovoltaic suppliers exhibiting sophisticated and complex strategy, current PV market a sign of increasingly complex and diversified. This is the excess capacity in the past two years, “double reverse” a positive outcome of the crisis.

Developers of inoculations

Shortly after the preliminary results of countervailing, United States largest residential solar developers to take an extremely attractive solutions. On June 18, 2014, SolarCity announced that it will spend $ 350 million acquisition of solar module manufacturer (the Cylons) Silevo, scheduled for the next two years to build capacity beyond 1GW plant in New York State, to create “the world’s largest” solar panel factory–SolarWorld with fire seems to have led to the “prehistoric giants”.

“Double back” or make throw SolarCity component suppliers under their own “play”

SolarCity regardless of the Chinese PV modules, motivation of play components manufacturing, is ready for the PV modules in China exports to the United States the potential risks. SolarCity PV module supply to “sinicized” decision as early as expected. On June 3, 2014, the United States Commerce Department said preliminary determination that Chinese exports to the United States of crystalline silicon photovoltaic products to make excessive government subsidies, subsidies for 18.56% to 35.21%.

SolarCity document, said: “as the price of solar panels as well as the United States Government may raise taxes on imported solar panels for additional results, the company’s operations and financial condition could be hurt. “In addition, SolarCity solar panels were taken from a variety of responses.

Original title: SolarWorld: is “won” or “Mama”?

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