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一个太阳能贸易集团说，美国商务部对在东南亚四个国家生产的太阳能电池板进行了调查，可能会使太阳能行业花费数千个就业机会，并且已经负责广泛的项目延迟和取消。
该部门上个月宣布，正在调查说，从柬埔寨，马来西亚，泰国和越南进口太阳能电池板，构成了对中国施加的反倾销限制的规定。
这样可能导致追溯关税,你好gh as 240%, according to an article posted by the洛杉矶时报，并威胁到美国目前计划的多达80％的太阳能保护
领导美国清洁能源协会的希瑟·齐恰尔（Heather Zichal）表示，商务部的行动“表明拜登政府关于支持太阳能的话题是空虚的修辞。”她说，调查“驱赶了计划中的太阳能项目的心脏，并扼杀了美国80％的太阳能电池板供应量”
太阳能产业协会还对该部门的宣布质疑。该组织的总裁兼首席执行官阿比盖尔·罗斯·霍珀（Abigail Ross Hopper）在书面声明中说，她希望政府能够迅速完成工作，并“终止这种不必要的障碍”，以更广泛地部署可再生能源。
“The investigation is based on a meritless trade case that is hammering the solar industry in real time and diminishing our efforts as a country to tackle climate change,” she said.
The trouble started with a complaint filed by a small manufacturer of solar panels in California called Auxin Solar, which alleged that panels are assembled in those four countries with Chinese-made components. Auxin Solar’s CEO, Mamun Rashid, said panel imports amounted to “pervasive backdoor dumping” of solar panels by China.
According to a postat Utility Dive, the SEIA has called on the department to issue a preliminary decision against Auxin’s complaint. An investigation could take up to a year for a final ruling, placing pressure on developers to find new suppliers.
In February, President Biden announced that tariffs on imported solar panels that were first imposed by the Trump administration would be extended, although the number of cells that could be imported without tariffs would be doubled,The New York Times报告. The administration also said it would open talks with Mexico and Canada to allow those countries to export solar goods to the U.S. duty-free, and that a type of two-sided panel would be exempt from duties.
Some U.S. manufacturers criticized the decision, claiming that the exemptions would keep them vulnerable to cheap Chinese panels. Among them was Mark Widmar, CEO of First Solar.
根据Seia的说法一项民意调查在其成员中，有74％的受访者表示，在商务部公告后，他们的太阳能模块的供应已被取消或推迟。
Although the SEIA got more than 200 responses from its members after launching the survey, only 10 of them were residential developers, according to Utility Dive. That suggests the residential solar market could be somewhat insulated from market uncertainties because they buy their panels from U.S. distributors and don’t import them directly.
与去年同期相比，在2021年最后一个季度，该行业已经受到供应链限制的阻碍，这些供应链的限制因素在2021年的最后一个季度上提高了14％。住宅项目的价格上涨显得较低，比去年同期增长约5％。
Seia说，美国所有太阳能模块的进口中有84％来自受商务部调查影响的四个国家，并且其他地方没有足够的非中国能力来满足需求。将美国的供应链带到可以忍受懈怠的地步将需要数年的时间。
斯科特·吉布森（Scott Gibson）是绿色建筑顾问的一位撰稿人，Fine Homebuildingmagazine.
5条评论
我一直是为了在我们的房屋中推进PV系统，即使我认为应该编纂它，至少要准备好零能量。话虽如此，我确实同意，通常以较低的效率和机械性不足的价格倾倒太阳能光伏，所有这些都会降低系统的价格，在我们的行业中会造成负面影响，尤其是对于以合理价格安装良好的PV系统的公司。
对于每十年或两年前支付10-16美元的人来说，每千瓦支付3-3.30美元的可用系统都是非常合理的。值得一提的是，以这些价格，您可以在7 - 10年内还清完整的ZEH系统，此后，您将拥有自由能源。这比在华尔街的大多数投资更好。
屋顶太阳能在澳大利亚的渗透率要大得多，在澳大利亚，它的价格通常不到我们在美国支付的一半。有了政府的激励措施，通常每瓦1美元左右。
Thanks for posting on this issue, interesting history.
I would not say "trouble started with a complaint filed by a small manufacturer of solar panels". The trouble appears to have started long ago in efforts to circumvent the US gov't's AD and CVD orders on CSPV cells and modules from China, original orders of 2012 and continued in 2019. It appears that SolarWorld Industries America Inc. was the petitioner back then and that:
"The petition included factual information from August 24, 2009, through October 11, 2011. The factual information included commentary about the closing and/or bankruptcy of U.S. solar cell companies, articles discussing subsidies given to Chinese solar cell producers in the PRC, and articles concerning actions being taken by the U.S. Trade Representative."
The present petitioner, Auxin Solar, is a small, minority and woman owned manufacturer that has the right to request an inquiry. The years of data in the request appear compelling (see plot). If there are violations of the prior orders, shouldn't the Dept of Commerce weigh in? How can this be the fault of the the present petitioner? Also, did some in the US facilitate circumvention? (to the detriment of US industry/manufacturers?): "It would take years to bring the U.S. supply chain to a point where it could take up the slack." I think the US was supposed to get back on track in 2012?
Auxin petition:https://www.seia.org/sites/default/files/2022-02/circumvention%20petition%20filed%202.8.22.pdf
从执行摘要中：
“可公开可用的证据可为生长素太阳能提供合理的证据，以证明马来西亚，泰国，越南和柬埔寨的CSPV细胞和模块组件正在绕过中国CSPV细胞的AD和CVD订单，并根据19 C.F.R.§351.226，根据19 C.F.R.请愿书列出了所需的监管信息，以确定正在发生规避的情况，并在提交请求后的30天内启动这些查询。”
这使我想起了一家中国铝制公司发生的类似事情。
https://www.businessinsider.com/a-chinese-billionaire-may-have-hidden-6-of-the-worlds-aluminum-in-the-mexican-desert-2016-9
https://www.wsj.com/articles/giant-aluminum-stockpile-was-was-shipped-from-mexico-mexico-to-vietnam-1480588228
感谢约翰，有趣的。对此一无所知，我看到了一些相关诉讼：https://www.latimes.com/california/story/2019-07-31/chinese-aluminum-scam-scam-used-southern-california-as-as-as-as-as-as-Base
我一直在遵循一个案例，底特律（2017-18）在铝制汽车零件供应商（2017-18）中有80多个铝制“失踪”，最终获得了多个本地铝制废料经销商。该供应商被迫进入接管人，并在中国和墨西哥有着显着的联系；保险公司断言“损失”没有涵盖（没有逮捕） - 戏剧仍在继续。
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