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The US Department of Commerce determined that five Chinese solar companies have been dodging US duties. Here’s why that could impede the growth of US solar.

The Commerce solar investigation, explained

As Electrek reported in May 2022, the Department of Commerce (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.

The DOC has now concluded its investigation and announced on Friday that five out of eight Chinese solar companies it’s been probing are “shipping their solar products through Cambodia, Malaysia, Thailand, and/or Vietnam for minor processing in an attempt to avoid paying antidumping and countervailing duties.”

The DOC identified the five Chinese companies that attempted to dodge US duties by processing in Southeast Asia as:

  • BYD Hong Kong, in Cambodia
  • Canadian Solar, in Thailand
  • Trina, in Thailand
  • Vina Solar, in Vietnam
  • New East Solar, in Cambodia

This means that manufacturers’ products will be subject to additional import duties if they go against Obama-era solar tariffs.

The DOC noted that a ban is not going to be implemented on products from Cambodia, Thailand, and Vietnam:

This does not constitute a ban on imports from those countries. Companies in these countries will be permitted to certify that they are not circumventing the [antidumping and countervailing duties] orders, in which case the circumvention findings will not apply. 

The impact of the DOC’s ruling

The majority of the solar industry, as well as President Joe Biden, strongly opposes this ruling because of potential damaging impacts such as higher costs, more solar supply chain snarls, and US job losses.

A report by Wood Mackenzie found that the circumvention petitions could eliminate 16 gigawatts of panels from the US supply chain.

So in June 2022, 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 accelerated without impacting the DOC investigation.

The US solar industry relies on imported solar panels to meet growing demand while the US establishes a domestic supply of solar components. Nearly 75% of solar panels currently imported to the US come from Southeast Asia.

Abigail Ross Hopper, president and CEO of the Solar Energy Industries Association (SEIA), said:

The United States is experiencing a $20 billion solar manufacturing renaissance because of policies in the Inflation Reduction Act that incentivize private investment in this country. However, it will take at least 3-5 years to ramp up domestic solar manufacturing capacity and the global supply chain will be vital in the short term. This case will just make it harder for American businesses to keep deploying, financing, and installing solar power.

More than 263,000 Americans rely on their solar and storage job to feed their family and pay the bills, and this case unnecessarily puts their livelihood at risk.

Biden’s waiver expires in June 2024, and that’s when the assessment of duties will begin. We at Electrek will continue to watch this DOC ruling and its impact on the solar industry.

Photo: First Solar Desert Sunlight Solar Farm/US Department of the Interior


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Germany’s largest offshore wind farm fires up its first turbine

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Germany’s largest offshore wind farm fires up its first turbine

Germany’s largest offshore wind farm hit a big milestone: The first turbine at EnBW’s He Dreiht project has produced its first kilowatt-hour of electricity and sent it into the grid.

More turbines are expected to come online over the coming weeks. European energy provider EnBW has already installed 27 of the wind farm’s 64 turbines, all of which are scheduled to be commissioned by summer 2026.

Peter Heydecker, EnBW board member for Sustainable Generation Infrastructure, described the November 25 milestone as a “significant moment for EnBW.” With 960 megawatts (MW) of total capacity, He Dreiht is now Germany’s largest offshore wind farm.

Vestas supplied the 15 MW turbines, marking their world debut. Nils de Baar, president of Vestas Northern and Central Europe, said the giant turbine’s technology sets a new standard for offshore wind. “Its efficiency and performance enable a significant increase in energy yield per turbine.”

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Just one rotation of the 15 MW turbine’s rotor can power the equivalent of four households for a day. The hub stands 142 meters (466 feet) tall, and the rotor’s 236-meter (774-foot) diameter sweeps a 43,742-square-meter (10.8-acre) area — roughly the size of six football fields. To put the scale into perspective, EnBW’s first offshore project, Baltic 1 in 2010, used 2.3 MW turbines.

EnBW wrapped up the wind farm’s internal cabling in August. Those lines connect all the turbines and feed into a converter platform operated by transmission system operator TenneT. That’s where the power is collected, converted from AC to DC, and sent to shore through two high-voltage DC cables.

Once complete, He Dreiht will generate enough electricity to power about 1.1 million households. The project is being built without state funding and sits roughly 85 kilometers (53 miles) northwest of Borkum and 110 kilometers (68 miles) west of Heligoland. EnBW’s offshore office in Hamburg is coordinating the build.

A partner group made up of Allianz Capital Partners, AIP, and Norges Bank Investment Management owns 49.9% of the project. Total investment comes in at around €2.4 billion.

Read more: China’s surge pushes global wind toward fastest growth ever


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BYD tried crushing its $180K luxury SUV with a 2-ton tree and it barely left a mark [Video]

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BYD tried crushing its $180K luxury SUV with a 2-ton tree and it barely left a mark [Video]

The Yangwang U8L is among the most expensive Chinese vehicles, starting at about $180,000. To prove it’s built for just about anything, BYD dropped a 2-ton tree on it, three times, and the ultra-luxury pretty much brushed it off.

BYD drops a tree on its ultra-luxury SUV during testing

BYD launched the Yangwang U8L in September, a long-wheelbase version of the U8 off-road SUV. The U8 was first introduced in September 2023 as the first vehicle from BYD’s ultra-luxury sub-brand, Yangwang.

Yangwang is a new energy vehicle (NEV) brand that sells high-end plug-in hybrids (PHEVs) and 100% battery electric (BEV) vehicles as BYD expands into new segments.

The U8L is Yangwang’s fourth vehicle, following the U8, U9, and U7. It’s available in China with a quad-motor extended-range electric vehicle (EREV) system, delivering a CLTC range of 200 km (124 miles) on battery power alone.

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A 2.0-liter turbocharged gasoline engine serves as a generator, delivering a combined CLTC range of 1,160 km (720 miles).

Measuring 5,400 mm in length, 2,049 mm in width, and 1,921 mm in height, the Yangwang U8L is even bigger than the Rolls-Royce Cullinan and Range Rover Long Wheelbase.

BYD-luxury-SUV-tree-drop

BYD’s ultra-luxury SUV is priced from 1.28 million yuan ($180,000), making it one of the most expensive models from a Chinese brand.

It may look pretty, but the Yangwang U8L is built for far more than just good looks. Like the U8, the long-wheelbase version is equipped with advanced features such as emergency float mode, which allows it to float on water for up to 30 minutes, tank turns, crab walking, and more.

To prove its durability, BYD engineers put the luxury SUV through the paces, dropping a massive 2-ton tree on it, not once, but three times.

During the final drop, the company said the maximum impact energy reached 50.4 kJ, or about 37,200 lb-ft. After three consecutive drops, the Yangwang U8L barely even got a scratch. The body structure remained intact, the door still opened, the columns didn’t bend, and the vehicle could even drive like normal.

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Amid affordability crisis, White House plans to raise your fuel costs by $23B

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Amid affordability crisis, White House plans to raise your fuel costs by B

The White House will formally announce its planned hike in US fuel costs by $23 billion tomorrow, according to Reuters.

Since the beginning of this year, the occupants of the White House have been on a mission to raise costs for Americans.

This mission has encompassed many different moves, most notably through unwise tariffs.

But another effort has focused on changing policy in a way that will raise fuel costs for Americans, adding to already-high energy prices.

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The specific rollback tomorrow focuses on a rule passed under President Biden which would save Americans $23 billion in fuel costs by requiring higher fuel economy from auto manufacturers. By making cars use less fuel on average, Americans would not only save money on fuel, but reduce fuel demand which means that prices would go down overall.

The effort to roll back this rule was initially announced on the first day that Sean Duffy started squatting in the head office of the Department of Transportation. Duffy notably earned his transportation expertise by being a contestant on Road Rules: All Stars, a reality TV travel game show.

Then in June, Duffy formally reinterpreted the Corporate Average Fuel Economy (CAFE) standard, claiming falsely that his department does not have authority to regulate fuel economy.

Republicans in Congress even got into effort to raise your fuel costs, as part of their ~$4 trillion giveaway to wealthy elites included a measure to make CAFE rules irrelevant by setting penalties for violating them to $0. In addition, it eliminated a number of other energy efficiency and domestic advanced manufacturing incentives.

Duffy’s department then told automakers that they would not face any fines retroactively to 2022, which saved the automakers (mostly Stellantis) a few hundred million dollars and cost American consumers billions in fuel costs.

Tomorrow, Duffy is expected to make an announcement formally changing CAFE rules, lowering the required fuel economy for 2022-2031 model year vehicles, even despite all of the other changes in trying to make the rules unenforceable. The theory behind this would be to make it harder to later enforce the rules, and to allow automakers to get off with more pollution, and to increase fuel demand and fuel prices for longer until a real government returns to power and starts doing its job to regulate pollution.

We don’t know the specifics yet of what exactly the announcement will entail, but given the general trend of recent announcements, it will likely be a full rollback of the improvements to the rule made by President Biden.

Tomorrow’s announcement is expected to be attended by executives from the Big Three American automakers – GM, Ford, and Stellantis (formerly Chrysler).

Their presence on stage suggests that their prior commitments to energy efficiency and electrification were not serious, as they are now joining in an effort to increase your fuel costs, just to save themselves a few engineering dollars on having to provide something other than the disgusting, deadly land yachts that are a blight on the nation’s roads and are murdering pedestrians at a 50-year high.

Tomorrow’s announcement is just one many efforts currently being undertaken by executive departments to try to raise your fuel costs.

One of the largest is the EPA’s attempt to delete the “Endangerment Finding,” the government’s recognition of the scientific fact that climate change is dangerous to humans. The EPA is undertaking this effort so that it can then eliminate other rules intended to reduce pollution, with the goal of making you more beholden to fossil fuels.

Even the Energy Department’s own numbers, signed off on by oil shill Chris Wright, say that changes sought by the White House will increase gas prices by $.76/gal.

Like most other governmental changes, today’s change will likely go up for public comment, as required by the Administrative Procedures Act. We’ll let you know when they do.


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