The US just made a big decision about Chinese solar – here’s what it means
The US Department of Commerce (DOC) has determined that four out of eight Chinese solar companies that it’s been investigating are “attempting to bypass US duties by doing minor processing in one of the Southeast Asian countries before shipping to the United States.” Here’s what it means for the US solar industry.
The DOC found that the four Chinese companies that attempted to circumvent US duties by processing in Southeast Asia are:
- BYD Hong Kong, in Cambodia
- Canadian Solar, in Thailand
- Trina, in Thailand
- Vina Solar, in Vietnam
The DOC findings are preliminary, and the agency will conduct in-person audits in the coming months. The DOC also noted that a ban is not going to be implemented on products from Cambodia, Thailand, and Vietnam:
Companies in these countries will be permitted to certify that they are not circumventing the [antidumping duty (AD) and countervailing duty (CVD) orders], in which case the circumvention findings will not apply.
The DOC also notes:
Further, some companies in Malaysia, Thailand, and Vietnam did not respond to Commerce’s request for information in this investigation, and consistent with longstanding practice, will be found to be circumventing.
As Electrek reported in mid-May, the DOC launched an investigation of whether Southeast Asian solar cell manufacturers are using parts made in China that would normally be subject to a tariff.
That investigation destabilized the US solar industry, which relies on solar module imports to meet growing demand. The majority of the US solar industry then asserted that the DOC investigation would harm the US solar industry and wanted the investigation dismissed.
On June 6, President Joe Biden waived tariffs for 24 months on solar panels made in Southeast Asia in response to the investigation. He also invoked the Defense Production Act to spur on US solar panel and other clean energy manufacturing. That way, domestic production could be sped up without interfering in the DOC investigation.
The DOC today asserted that Biden’s presidential proclamation provides US solar importers with “sufficient time to adjust supply chains and ensure that sourcing isn’t occurring from companies found to be violating US law.”
But Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA), didn’t see it that way. She said in a statement:
The only good news here is that Commerce didn’t target all imports from the subject countries. Nonetheless, this decision will strand billions of dollars’ worth of American clean energy investments and result in the significant loss of good-paying, American, clean energy jobs. While President Biden was wise to provide a two-year window before the tariff implementation, that window is quickly closing, and two years is simply not enough time to establish manufacturing supply chains that will meet US solar demand.
This is a mistake we will have to deal with for the next several years.
George Hershman, CEO of SOLV Energy, the US’s largest utility-scale solar installer, also wasn’t pleased about the DOC’s announcement. He said in an emailed statement:
After years of supply chain challenges and trade disruptions, I remain concerned that the Commerce Department chose a path that could jeopardize the solar industry’s ability to hire more workers and construct the clean energy projects needed to meet our country’s climate goals.
The upside is that Commerce took a nuanced approach to exempt a number of manufacturers rather than issuing a blanket ban of all products from the targeted countries. While it’s positive that companies will be able to access some of the crucial materials we need to deploy clean energy, it’s still true that this ruling will further constrict a challenged supply chain and undercut our ability to fulfill the promise of the Inflation Reduction Act.
Photo: Tom Fisk on Pexels.com
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The Reliance Industries Ltd. oil refinery in Jamnagar, Gujarat, India, on Saturday, July 31, 2021.
Bloomberg | Bloomberg | Getty Images
India is navigating a tricky balancing act after U.S. President Donald Trump threatened a “penalty” over its continued imports of Russian oil — a trade that New Delhi appears reluctant to end anytime soon.
Despite Trump telling reporters Friday that he “heard” India would halt purchases, officials in New Delhi have remained noncommittal. Foreign ministry spokesperson Randhir Jaiswal said that the country decides its energy import sources “based on the price at which oil is available in the international market and depending on the global situation at that time.”
“The Indians must be having some confusion” following Trump’s threat — a reversal from the more tolerant approach taken under the Biden administration, Bob McNally, president of consulting firm Rapidan Energy Group, told CNBC’s “Squawk Box Asia.”
“Now we’re flipping around and saying, ‘What are you doing taking all this Russian oil?'” McNally said.
In March 2022 — a month after Russia launched its full-scale invasion of Ukraine — Daleep Singh, a former U.S. deputy national security adviser for international economics in the Biden administration, reportedly said that “friends don’t set red lines” and “there is no prohibition at present on energy imports from Russia.”
“What we would not like to see is a rapid acceleration of India’s imports from Russia as it relates to energy or any other exports that are currently being prohibited by us or by other aspects of the international sanctions regime,” Singh said.
On July 30, Trump announced that India would face a 25% tariff beginning Aug. 1, along with an unspecified “penalty” for buying Russian oil and military equipment.
But analysts suggest that India, which is the third-largest energy consumer in the world, isn’t blinking. Reuters reported that there are no immediate changes planned to India’s long-term contracts with Russian suppliers, citing two anonymous Indian government sources that did not wish to be identified due to the sensitivity of the matter.
Russia has become the leading oil supplier to India since the war in Ukraine began, increasing from just under 100,000 barrels per day before the invasion, or a 2.5% share of total imports, to more than 1.8 million barrels per day in 2023, or 39%. According to the International Energy Agency, 70% of Russian crude was exported to India in 2024.
India’s energy minister Hardeep Singh Puri defended New Delhi’s actions in a July 10 interview with CNBC, saying that it helped stabilize global prices and was even encouraged by the U.S.
“If people or countries had stopped buying at that stage, the price of oil would have gone up to 130 dollars a barrel. That was a situation in which we were advised, including by our friends in the United States, to please buy Russian oil, but within the price cap.”
Russian oil exports had been capped at $60 per barrel in December 2022 by the Group of Seven nations, representing the world’s top economies, while the European Union had lowered the price cap to just above $47 per barrel in July.
Still, pressure is mounting. Vishnu Varathan, Managing Director at Mizuho Securities, said that the U.S. threats present a “clear and present danger” to India. He said that New Delhi is likely to remain non-committal on oil purchases as it assesses the trade-offs of this “Russia option” as a bargaining chip.
India will need to scour the global market for comparable oil bargains with Russian oil, Varathan, who is also the head of macro research for Asia ex-Japan, added.
New Delhi could explore alternatives, including Iran — if an exemption from the U.S. can be negotiated — as well as a few other producers “either within or outside of the OPEC+ that have been pressured by the U.S,” Varathan said.
The OPEC+ bloc had agreed on Sunday to raise output by 547,000 barrels per day in September, as concerns mount over potential supply disruptions linked to Russia.
India is going to face a tough choice, Rapidan’s McNally said.
“Trump is serious. He’s frustrated with Putin… India is going to have a tough choice to make, but it’s hard to see them continuing to import that a million and a half barrels [of] Russian crude if Donald Trump decides to really put the whole relationship on the line over it.”
Wagons don’t get a lot of love Stateside, with American buyers choosing SUVs over – well, pretty much every other type of vehicle imaginable. That’s our loss, as the latest plug in hybrid versions of the Volkswagen Passat are here to prove.
The latest Passat Variant eHybrid (or, in some markets, Vario, which is what the Europeans like to call wagons) is different from the version we get in the US. Unlike the domestic version which is based on a low-cost platform specific to the US and China, the Euro-market version is built on the MQB platform that underpins VW’s flagship Arteon four-door coupe and both VW‘s and Audi’s entry-luxe SUVs.
That might seem weird, since VW has sold more than 34 million units sold worldwide and the Passat is the second top-selling Volkswagen of all time (behind the Golf and ahead of the Beetle). It’s understandable, then, that the European execs are pretty proud of their Passat.
The latest evolutionary stage of the modular transverse matrix (MQB evo)forms the highly innovative technical basis of the ninth Passat generation. Thanks to the significant economies of scale of the MQB evo, Volkswagen has again democratised numerous high-tech developments and made them available for hundreds of thousands of drivers. The two completely newly developed plug-in hybrid drives (eHybrid) are a perfect example of this. In combination with a new battery, they make all-electric ranges of around 100 km possible. This distance turns the new Passat Variant into an electric vehicle for everyday life – this is additionally ensured by short charging times as the battery can now be charged at AC charge points with 11 kW instead of the previous 3.6 kW. The Passat Variant eHybrid can even be charged with up to 50 kW at DC fast charging stations. In addition, the combination of electric drive motor and new economical turbocharged petrol engine provides overall ranges of around 1,000 km.
KAI GRÜNITZ
Member of the Brand Board of Management, VW
In case the jealous American wago-philes reading this aren’t jealous enough, Volkswagen has announced new Passat eHybrid Match and Black Editions that add nearly £5k of options for the new model year effectively for free.
“Match is better equipped than the outgoing Life, with additional features including metallic paint, VW’s IQ.Light LED matrix headlights, tinted rear windows and an ‘assistance pack’ which adds area view and emergency assist,” reports Alastair Crooks, from the UK car site AutoExpress. “The new Black Edition comes with metallic paint, 19-inch alloy wheels, a panoramic sunroof, tinted rear windows (darker than the Match’s), heated front and rear seats, a head-up display, a 15-inch central touchscreen and the same assistance pack as the Match.”
The entry-level Match replaces the previous Life trim, but costs the same £45,555 (about $60,500), while the Black Edition costs the same as the outgoing R-Line, from £48,900 (about $64,950). The order books open 14 August.
You can take a look at some of the VW press photos of the European Passat wagon Variant, below, then let us know if you’d rather have this for $60K or the discount American version in the comments.
VW Passat Variant gallery
SOURCE | IMAGES: VW, via AutoExpress.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
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Wirtgen Vögele recently revealed the battery-powered MINI 500e and the MINI 502e electric pavers. With an electrically heated screed, a range of paving widths, and zero-emission operations, they’re paving a greener, cleaner path.
Co-developed by Wirtgen Vögele and Italian road equipment manufacturer C. M. S.r.l., the new electric pavers will enable contractors to bid on construction projects that are subject to even the strictest noise and emission limits – but the company is quick to point out that they’re capable enough to serve on conventional job sites.
“These pavers excel on small-scale construction projects and jobs covering a small area – the type of work for which paving crews would not previously have been able to use machines,” reads the official Wirtgen Vögele copy. “Thanks to their elimination of manual labor, among other benefits, the new MINI pavers improve the efficiency and quality of asphalt paving, particularly in the construction of sidewalks and drains, as well as in tight downtown locations.”
The new Wirtgen MINI 502e (the one with wheels) and the MINI 500e (the one with crawler tracks) offer pave widths from 0.25 to 1.8 m, feature a battery-electric drive outputting 22.8 kW (30 hp), and your choice of either a 15 kWh or 22 kWh 48V li-ion battery – good enough battery capacity for up to 16 hours of continuing paving. Both versions can be fully charged on a conventional 110/120 “L1” power socket in about eight hours.
Electrek’s Take
At the end of the day, it doesn’t matter what the federal EV incentives are or even what the guys on your crew want to operate. What matters is that construction noise upsets Mrs. Clancik’s terrier, and she will force the town council to keep the noise down all by herself.
If your construction company wants to bid on any municipal work, that means you’re gonna have to stay quiet. Maybe even keep the smells to a minimum, too. Buying electric equipment means you can do both.
SOURCE | IMAGES: Wirtgen, via Construction Equipment International.
If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.
FTC: We use income earning auto affiliate links. More.
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