Solar wars the United States winners and losers

Polaris solar PV net news: the end of the tunnel the light sometimes comes from the Sun, sometimes from an oncoming train. In July, the United States Department of Commerce (DepartmentofCommerce) that will come from Taiwan and mainland China Solar Panel manufacturers to impose punitive tariffs, because they are in the United States market. These tariffs should slow down the painful fall in solar panel prices-the prices have fallen by half since 2011. Some manufacturers will suffer, some will usher in a boom.

Prior to 2012, the United States also levy punitive tariffs. But Chinese manufacturers took advantage of a loophole of the trade decision, via Taiwan manufacturers to the United States exports. In this way, China’s excess capacity continues to put pressure on prices. Then, last year, China retaliates, United States Solar Silicon producer to implement anti-dumping countervailing duties. Companies involved in the dispute will be the losers: they include exports to the United States, Taiwan and mainland China Solar Panel manufacturers, such as Yingli Green Energy (YingliGreenEnergy), as well as Chinese solar panel customer-dependent United States silicon manufacturers. But China and Taiwan other than the solar panel maker will be the winner.

One winner was Norway’s REC Solar, the company’s Singapore manufacturing solar panels. After several years of painstaking effort (had divested its during REC Silicon material production sector), its future seems bright. REC Solar can enter the United States, the world’s third-largest photovoltaic market, because United States panels installed the enterprise will be looking for a new supplier. This year, REC Solar with three new United States contract customers, including SolarCity. REC Solar, will soon sign a contract with more companies. And on the other hand, REC Silicon may suffer over time, because the company was still in United States production of Solar Silicon products to Chinese customers.

REC Solar volume represent the proportion of all shipments of hair may grow from 7% now 1 time. The company estimates that, from 2013 to 2016, and United States market demand will average annual growth of 27%.

REC Solar, the obvious risk is that the United States end the trade war. REC Solar shares little change so far this year, underperforming Norway OBX index points, reflects this concern. Armistice Agreement but will take time. Meanwhile, REC Solar United States orders increased United States price might stabilize–REC Solar panels is revitalizing its operations.

Original title: beauty of PV in winners and losers

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