Page 13 - AsiaElec Week 17 2022
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AsiaElec                                     RENEWABLES                                             AsiaElec


       US probe into SE Asian





       solar panel imports could





       hold back US solar boom






         ASIA            THE  US government’s investigation into   The US industry is struggling against cheap
                         whether Southeast Asian solar panel manufac-  imports as well as price rises and supply chain
                         turers are circumventing tariffs could reduce  bottlenecks. The dispute pits two goals of the
                         domestic US solar installations by 46% in 2022  Biden administration against each other. The
                         and 2023, threatening both job numbers and the  administration wants a robust US solar sector
                         competitiveness of the US solar industry.  and also as fast a reduction in greenhouse gas
                           Research from the US trade body the Solar  (GHG) emissions as possible.
                         Energy Industries Association (SEIA) warned   The government’s move has been attacked by
                         that the probe could result in a drop of 24 GW of  major panel installers as devastating the indus-
                         planned solar capacity over the next two years,  try by increasing costs and undermining job
                         which is more solar than the industry installed  growth. Projects could be delayed and jobs lost
                         in all of 2021.                      even while the case is being decided, says trade
                           This lost solar deployment will cause the US  groups representing most of the US solar indus-
                         to emit an additional 364mn tonnes of carbon  try, including panel installers.
                         dioxide by 2035, the SEIA warned. At stake are   Meanwhile, a SEIA survey of 700 solar com-
                         the US government’s clean energy goals.  panies found that a total of 318 projects account-
                           “If tariffs are imposed, in the blink of an eye  ing for 51 GW of solar capacity and 6 GWh of
                         we’re going to lose 100,000 American solar work-  attached battery storage were being cancelled or
                         ers and any hope of reaching the President’s clean  delayed.
                         energy goals,” said SEIA president and CEO Abi-  This means that $52bn of private investment
                         gail Ross Hopper. “This would be a monumen-  is at risk. In addition, 70% of survey respondents
                         tal loss for our nation, which has the potential  report that at least half their solar and storage
                         to lead our clean energy future, with the right  workforce is at risk and more than 200 compa-
                         policies. Instead, the Commerce Department is  nies report that their entire workforce is at risk.
                         on track to wipe out nearly half of all solar jobs   “This case is destroying clean energy, and
                         and force a surrender on the President’s climate  needlessly taking down American businesses
                         goals.”                              and workers in its wake,” added Ms. Hopper. “It’s
                           The solar industry’s response comes after  unfathomable that the President would allow his
                         the Commerce Department on March 28  own administration’s actions to be the downfall
                         announced a probe into solar panels imported  of his clean energy vision.”
                         from four Southeast Asian countries over the   The report also warned that tariffs could
                         possibility that the panels are circumvent-  cause capacity to fall 75 GW short of the pace
                         ing tariffs imposed to protect domestic US  needed to achieve President Biden’s clean energy
                         manufacturing.                       goals by 2025.
                           The probe may lead to an expansion to   The report detailed that US importers were
                         Southeast Asia of Obama-era tariffs on Chinese  now complaining that many module suppliers
                         imports retroactive to March 28. They are cur-  in four Southeast Asian nations had suspended
                         rently as high as 250%.              exports to the US since the Commerce Depart-
                           The four countries produce some 80% of  ment began its investigation in March.
                         solar modules expected to be imported into the   The SEIA’s survey showed that 83% of
                         US in 2022, said the Wall Street Journal.  730 respondents have received an indication
                           The whole questions of tariffs on Chinese  that their module supply has been delayed or
                         solar technology imports is crucial because of  cancelled.™
                         the fast-growing solar industry and how much
                         it is dominated by China.











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