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Trina Solar is selling its Texas solar panel factory as the US scrutinizes Chinese companies cashing in on Inflation Reduction Act tax breaks.

FREYR Battery is acquiring Trina Solar’s 5 gigawatt (GW), 1.35 million-square-foot solar panel factory in Wilmer, Texas, that only just came online on November 1.

FREYR, which was founded in Norway and moved its headquarters to Georgia, will pay $340 million for Trina’s factory. Trina will retain a minority ownership stake in Freyr, reports Bloomberg. The factory is set to reach full production by 2025, with firm contracts already locking in 30% of its estimated output for US customers.

The two companies announced the acquisition on November 6, the same day that Kamala Harris conceded the US election to Donald Trump. On July 31, senators introduced S.4873, a bipartisan bill aimed at stopping Chinese companies from cashing in on US tax credits meant to boost American solar manufacturing. Chinese companies are expected to face even tighter trade restrictions under the Trump administration.

As Electrek reported in August 2023, Changzhou-headquartered Trina Solar was one of five Chinese solar panel manufacturers that received a US Department of Commerce (DOC) tariff slap because the DOC ruled that the companies were dodging US tariffs on China-made goods by processing components in Southeast Asian countries before shipping their solar products to the US.

Daniel Barcelo, FREYR’s newly appointed CEO, said, “We are proud to be partnered with Trina Solar, a global manufacturing and solar technology leader. Domestic manufacturing capacity for solar and batteries is essential for energy transition and job creation.” Barcelo said in an interview, according to Bloomberg, that he feels confident that the newly acquired factory will qualify for the IRA manufacturing tax credit.

As Politico reported earlier this week about the Inflation Reduction Act’s 45X tax credit:

The 45X tax credit pays factory owners based on each component that’s produced. A solar module, for instance, can receive 7 cents a watt, or $70,000 per megawatt, though the payment will get smaller beginning in 2029.

Trina’s 5,000-megawatt Texas factory stands to receive $1.775 billion from 2025 through 2032 if it operates at a 78% utilization rate, according to Antoine Vagneur-Jones, head of trade and supply chains at BloombergNEF. At a 60% utilization rate, Trina would net more than $1 billion, he said.

FREYR says its next step is to build a 5 GW solar cell factory in the US, and site selection is already underway. The company plans to break ground in the second quarter of 2025, aiming for initial production in the second half of 2026. The new US-owned and operated solar cell factory will help solve a key bottleneck for developers, create up to 1,800 direct jobs, and meet local content requirements for US solar projects.


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Tesla can’t buy land in Australia because CEO Elon Musk is so ‘[redacted]’ 

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Tesla can't buy land in Australia because CEO Elon Musk is so '[redacted]' 

Tesla is trying to use a piece of property in Australia, near Adelaide, in order to build a battery factory and Tesla showroom. But it’s facing steep opposition from locals, most of whom cite dissatisfaction with Tesla CEO Elon Musk as their reason to oppose the project.

The plans center on Marion, a small city of population 4,101, a suburb of Adelaide, the capital of South Australia.

Last month, a developer submitted plans to use a piece of land referred to as Chestnut Court Reserve, which has been inaccessible to the public since 2016 due to contamination concerns. Plans to develop the location would involve a requirement to clean up the contamination on the site.

They would also involve the cutting of several trees on the site, some of which have been deemed as “dead or ill health,” with a plan to plant trees at another site to make up for any removals.

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The developer said it would use this land to build a new fit-for-purpose factory facility that would be used by Tesla both as a showroom and service center for Tesla vehicles, and also a facility that could be used for “repurposing of Tesla batteries.”

The plan doesn’t go too deep into the specifics of how said repurposing would happen, but it could involve using Tesla vehicle batteries in Powerwalls, or in Tesla’s Powerpack grid storage projects, which are quite popular in South Australia, where they have helped to solve some of the region’s significant power stability problems.

The developer makes the case that Tesla already has a presence in the area in neighboring Tonsley, that Tesla’s mission (and the specific mission of a battery recycling center) supports the environmental goals of the community, and that the facility would create around 100 full-time jobs in the local community, including highly skilled jobs like battery researchers.

All in all, the developer thinks it would inject $56 million into the local community, quite a nice chunk of change for the small town.

And the city council also supports the plan, thinking that the job and economic benefits are worth it, particularly given that the land is not being used for anything else.

The plans were submitted, the residents were consulted, and now that all the chips are on the table… the residents aren’t having it.

Residents respond with a lot of language we shouldn’t say here

The local community gave significant pushback to this idea, with some ~95% of residents disapproving the plan. The city received 948 comments on the plan, which sounds like quite a lot for a city of 4,101 people. However, half of those comments came from outside the city’s area.

But among those comments from the immediate area of the development, only 11 comments favored the plans, with 121 opposing them (that’s 92% opposition).

Among the comments (quoted by The Guardian) come these gems, which wonderfully showcase the stereotypical Australian predilection for colorful language:

  • “Because Elon Musk is a [redacted] human being and a [redacted]!”
  • “Elon Musk and Tesla are a [redacted] on humanity”
  • “Elon Musk is a full blown [redacted]”
  • “Destroying trees to build a factory for a company owned by a [redacted] would be a vile choice”
  • “We should not support and put money in the pockets of a [redacted] who openly [redacted] salutes, is [redacted] human”

We’ll let you try to fill in some of those words, though we’re pretty sure what some of them are (and, honestly, while I somewhat understand the point of redacting profanity in public records, I’d say it is a little absurd to redact “nazi”).

The plans haven’t received their final vote yet, and the council still seems like it wants to convince the local community to go forward with them. But some residents suggest that the site could be better used by other companies, and that alternate uses could help to preserve that land and also avoid potential image concerns for the area as protests against Tesla continue globally.

Some other comments, perhaps wrongly, called the possible building “a noisy, ugly, planet-destroying temple to billionaires.”

While it’s disappointing to see a proposed recycling facility referred to thusly (although Tesla does have a questionable history when it comes to following local environmental rules), it’s just another sign of how Tesla CEO Elon Musk is drastically affecting the brand, and holding it back from its stated mission to advance sustainable transport.

Response shows once again that Musk is harming Tesla

The responses show just how damaging Tesla CEO Elon Musk has been to the company with his recent public advocacy, which has included performing back-to-back unambiguous Nazi salutes in front of a large crowd, agreeing with a defense of Hitler’s actions in the Holocaust, and many other white supremacist statements.

His advocacy hasn’t been limited just to the United States, where he is currently working to balloon the US deficit and is the largest funder of the republican party who are trying to tax EVs and send US jobs to China. He’s also meddled in other countries’ politics, including support for German neo-Nazis.

These actions have driven protests against the companyembarrassed owners and pushed many customers away, and even resulted in a hack that doxxed many Tesla owners.

The backlash, like Musk’s advocacy, has been global. Tesla sales are dropping in most regions, even as EV sales rise as a whole. Specifically in Australia, Tesla sales saw a big drop year-over-year. And this has applied to corporate customers too, with Tesla losing corporate sales as multiple companies have cited their distaste with the CEO.

While Musk has tried to brush these falling sales numbers off, it’s clear that he personally is doing incredible brand damage to the company.


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Plenty of Tesla alternatives and a new Ford Pro team to help pay for them

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Plenty of Tesla alternatives and a new Ford Pro team to help pay for them

For years, Tesla has been the go-to EV recommendation for “normals” looking for a painless, low-effort experience from their first electric cars, but Elon Musk’s political antics are causing people to shop elsewhere. On today’s episode of Quick Charge, we’ll discuss some options … and how you might be able to pay for them!

Speaking of Tesla alternatives, the Ford F-150 Lightning is the electric truck sales king once again, while the E-Transit van is now selling for the same (or less) than the gas version and Ford Pro launches a new incentive consulting service to help you pay for them.

Prefer listening to your podcasts? Audio-only versions of Quick Charge are now available on Apple PodcastsSpotifyTuneIn, and our RSS feed for Overcast and other podcast players.

New episodes of Quick Charge are recorded, usually, Monday through Thursday (and sometimes Sunday). We’ll be posting bonus audio content from time to time as well, so be sure to follow and subscribe so you don’t miss a minute of Electrek’s high-voltage daily news.

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Got news? Let us know!
Drop us a line at tips@electrek.co. You can also rate us on Apple Podcasts and Spotify, or recommend us in Overcast to help more people discover the show.


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BYD takes control in another key EV market as its global push heats up

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BYD takes control in another key EV market as its global push heats up

The world’s leading electric vehicle (EV) maker is rapidly expanding overseas. After taking control of vehicle sales in Germany last year, BYD is about to do the same in another key overseas EV market.

BYD to take control of EV distribution in Australia

Last August, BYD reached an agreement with Heden Mobility Group to acquire Heden Electric, which was responsible for importing its vehicles and spare parts for sale in Germany.

The move gives BYD more control over pricing and other areas of distribution as it expands the brand overseas. By taking over control, the company can sell its vehicles directly to buyers. And, it can also set prices.

According to EVDirect, BYD’s official distributor in Australia, the company is preparing for a similar move in the region. Luke Todd, founder and chairman of EVDirect, said the takeover would help unlock BYD’s potential in Australia.

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Todd said the first phase was proving that the “BYD brand would thrive here,” and the next phase will make EV ownership “easier and more accessible than ever.”

BYD-control-EV-distribution
BYD Sealion 7 electric SUV (Source: BYD)

Since launching its first vehicle, the Atto 3 SUV, in 2022, BYD has become one of the fastest-growing car brands in Australia.

BYD now offers a complete lineup of six vehicles, ranging from the low-cost Dolphin and Atto 3 to mid-size SUVs (Sealion 6 and 7), electric sedans (Seal), and even a pickup (Shark 6).

BYD-control-EV-Australia
BYD Shark PHEV pickup truck launch in Australia (Source: BYD)

Earlier this year, the company introduced a new entry-level “Essentials” trim, slashing prices across its entire lineup.

According to TheDriven, BYD has three of the top 10 best-selling electric vehicles (EVs) in Australia as of April. The Sealion 7, launched in just February, placed fifth with 1,473 units sold, trailing the Tesla Model Y (3,394), Model 3 (2,266), MG4 (1,698), and Kia EV5 (1,509).

BYD-control-EV-Australia
BYD Sealion 7 launch event in Australia (Source: BYD)

BYD’s Atto 3 took sixth (956) while the Seal (637) and Dolphin (431) placed ninth and 14th through the first four months of 2025, respectively.

Taking control of distribution is expected to help improve service for current BYD drivers and will likely boost EV adoption in Australia.

Electrek’s Take

BYD’s sales are surging in China and overseas. In April, BYD sold more electric vehicles (EVs) in Europe than Tesla for the first time. Now, it’s launching its best-selling and most affordable electric car, the Dolphin Surf (also known as the Seagull EV in China).

S&P Global Mobility is calling for BYD to more than double its sales in Europe this year to around 186,000 units.

And clearly it’s not just Europe. BYD is quickly establishing its presence in major overseas markets, including Mexico, Brazil, Thailand, Australia, New Zealand, and many others.

With local production coming online and new, custom-tailored vehicles launching, BYD is laying the groundwork to continue gaining global market share over the next few years as the industry shifts toward electric vehicles. And that’s not even scratching the surface, with BYD’s new battery and ultra-fast EV charging technology set to change the game.

Source: EVDirect, TheDriven

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