The energy system is changing fast. Come explore the future with journalist Stephen Lacey and venture capitalist Shayle Kann. Each week, they'll take you on a tour of the global energy transformation, providing provide insight into technology trends, markets, and companies -- making for wonky and entertaining listening.
Here we go again. America's solar industry is in the midst of yet another trade dispute.
In late May, the U.S. government officially accepted Suniva's request to review the impact of imported cells and modules on domestic solar manufacturers. If trade officials request tariffs and minimum prices at the levels suggested by Suniva, it could set industry equipment pricing back to 2012 levels and installed system pricing at 2015 levels.
A lot of planned utility-scale solar projects would be destroyed. And a number of states would be out of reach for residential installers.
If the International Trade Commission agrees with Suniva's complaint, it will send recommendations to the president. And no one knows what Trump will do.
In an industry already facing a slowdown in growth, high duties on imported solar equipment could be a disaster. But is it a doomsday scenario?
In this week's podcast, we look at the potential consequences for solar businesses upstream and downstream.
Thanks to our launch sponsor, AES Energy Storage. AES Energy Storage is helping utilities harness the power of battery-based energy storage to make the electric power system cleaner, more flexible, and more reliable. Find out more: bit.ly/2oxZ5dT