SEIA says industry could lose 18 GW of solar deployment if further AD/CVD action is taken
Tasks proposed by an anonymous group of submitters could cause the U.S. solar industry to miss out on 18 GW of solar power by 2023, the report said. Association of Solar Energy Industries (SEIA).
The petitions now filed with the Ministry of Commerce would imply 50% to 250% taxes on imports of crystalline silicon (CSPV) photovoltaic panels and cells from Malaysia, Vietnam and Thailand. The petitioners allege that some companies are avoiding the anti-dumping (AD) and countervailing duties (CVD) imposed on China in 2012. The three target countries account for 80% of all panel imports into the United States.
Two hundred US solar companies sent a letter to Commerce Secretary Gina Raimondo, outlining the impact these tasks could have on the livelihoods of 231,000 U.S. solar workers and on the country’s efforts to fight climate change. Signatories include manufacturers, developers, installers, financiers and service providers from across the solar supply chain.
“I cannot emphasize enough the grave threat these reckless petitions pose to hundreds of thousands of American families,” said Abigail Ross Hopper, SEIA president and CEO. “The anonymous petitioners are asking the Department of Commerce to not only misinterpret U.S. law, but to overturn a decade of departmental decisions in solar commerce matters, all in favor of a few anonymous petitioners at the expense of the entire U.S. solar panel.” -economy. We urge Commerce to exercise its discretion and reject these frivolous petitions.”
The potential 18 GW of lost solar energy deployment is equivalent to the amount of solar installed in all of US history prior to 2015.
Wood Mackenzie predicts that the US will install about 30 GW of new solar capacity by 2022 and 33 GW by 2023. The predictions, which are in the Solar Market Insight Q3 2021 report, are not as fast as they need to be to meet President Joe Biden’s 2035 decarbonisation target, and carrying out these tasks could hinder domestic efforts to tackle climate change. The report also notes that recent trade actions, such as the petition to circumvent the AD/CVD, could exacerbate supply chain restrictions and increase solar energy prices.
The letter alleges that the anonymous solar tariff petitions are based on a false premise that production in Malaysia, Vietnam and Thailand is “small and insignificant” and that cells and panels are primarily made in China and shipped through the targeted countries.
News item from SEIA