RECSI - Department of Commerce initiates AD/CVD investigation
BREAKING: Dept. of Commerce to move forward with solar anticircumvention investigation
https://pv-magazine-usa.com/2022/03/28/breaking-dept-of-commerce-to-move-forward-with-solar-anticircumvention-investigation/
MARCH 28, 2022
"
The Department of Commerce (DOC) has decided to act on a petition filed by California-based solar module manufacturer Auxin Solar requesting that DOC review solar panel imports from Chinese companies working in Cambodia, Malaysia, Thailand and Vietnam, announcing that it is launching an antidumping investigation into those companies.
Auxin’s petition alleges that solar cell and module manufacturers in Malaysia, Thailand, Cambodia and Vietnam are using parts produced by Chinese companies, as a way to keep production cheap, while also skirting existing antidumping and countervailing (AD/CV) tariffs on Chinese goods, which have been in place since 2012.
In response to the decision, Auxin Solar released the following statement:
“For years, Chinese solar producers have refused to fairly price their products in the U.S. and have gone to significant lengths to continue undercutting American manufacturers and workers by establishing circumventing operations in countries not covered by those duties. We are grateful Commerce officials recognized the need to investigate this pervasive backdoor dumping and how it continues to injure American solar producers. Fair trade and enforcement of our trade laws are essential to rebuilding the American solar supply chain and making Solar in America again.”
...
"
________
Commerce Department Decision Imperils U.S. Clean Energy Progress
https://www.seia.org/news/commerce-department-decision-imperils-us-clean-energy-progress
MARCH 28, 2022
“
..
“The solar industry is still reeling from a similar tariff petition that surfaced last year. The mere threat of tariffs altered the industry’s growth trajectory and is one of the reasons why we’re now expecting a 19% decline in near-term solar forecasts. Taking up this case will have a chilling effect on the solar industry.
“Today’s decision responds to the self-interests of one company and will lead to more market volatility and job losses. Additional tariffs will cause the loss of 70,000 American jobs, including 11,000 manufacturing jobs. According to Wood Mackenzie, solar deployment will crater by 16 Gigawatts annually if tariffs are imposed. That’s two-thirds of all the solar energy installed last year. And over the next four years, U.S. carbon emissions will increase by 61 million metric tons.
..
“
________
Commerce Department kicks off 1-year solar tariff investigation on panels imported from Southeast Asia
https://www.utilitydive.com/news/commerce-department-kicks-off-1-year-solar-tariff-investigation-on-panels-i/621153/
MARCH 29, 2022
“..
The Department of Commerce decision is expected on Jan. 26, 2023, with a possible extension to April 1, 2023. It will present preliminary findings of the investigation on Aug. 30, including a preliminary duty rate. The secretary of commerce will be able to apply any final duties retroactively to Nov. 4, 2021.
..”
________
US weighs solar tariffs, unsettling industry
https://www.argusmedia.com/en/news/2316768-us-weighs-solar-tariffs-unsettling-industry
MARCH 30, 2022
"
..
Commerce secretary Gina Raimondo would be able to apply any duties retroactively, to as far back as November 2021, according CEA. Suppliers have indicated they may stop shipments from the countries in question until the agency issues its final ruling, expected in the first part of 2023.
Module suppliers in countries that were not named in the investigation will "likely" raise prices in response, CEA said. Some countries with established suppliers — including Canada, Germany, Mexico and South Korea — are geared to manufacture products for smaller, distributed solar projects, not utility-scale systems.
..
"
Biden energy chief voices ‘deep concern’ about tariff impact on US solar goals
https://thehill.com/policy/energy-environment/3470388-granholm-voices-deep-concern-about-potential-tariff-impact-on-solar-goals/
APRIL 28, 2022
________
Antidumping and Countervailing Duties (AD/CVD) Frequently Asked Questions
https://www.cbp.gov/trade/priority-issues/adcvd/antidumping-and-countervailing-duties-adcvd-frequently-asked-questions
________
Mere info i denne låste tråd
OBS: dette er gammel info om tidligere lignende petition fra A-SMACC. Som der skrives i artiklen fra pvmagazine
"The difference in the Auxin petition is that, instead of focusing on specific yet unnamed companies, Auxin is asking for a review of entire countries."
https://finansavisen.no/forum/thread/141215/view
https://pv-magazine-usa.com/2022/03/28/breaking-dept-of-commerce-to-move-forward-with-solar-anticircumvention-investigation/
MARCH 28, 2022
"
The Department of Commerce (DOC) has decided to act on a petition filed by California-based solar module manufacturer Auxin Solar requesting that DOC review solar panel imports from Chinese companies working in Cambodia, Malaysia, Thailand and Vietnam, announcing that it is launching an antidumping investigation into those companies.
Auxin’s petition alleges that solar cell and module manufacturers in Malaysia, Thailand, Cambodia and Vietnam are using parts produced by Chinese companies, as a way to keep production cheap, while also skirting existing antidumping and countervailing (AD/CV) tariffs on Chinese goods, which have been in place since 2012.
In response to the decision, Auxin Solar released the following statement:
“For years, Chinese solar producers have refused to fairly price their products in the U.S. and have gone to significant lengths to continue undercutting American manufacturers and workers by establishing circumventing operations in countries not covered by those duties. We are grateful Commerce officials recognized the need to investigate this pervasive backdoor dumping and how it continues to injure American solar producers. Fair trade and enforcement of our trade laws are essential to rebuilding the American solar supply chain and making Solar in America again.”
...
"
________
Commerce Department Decision Imperils U.S. Clean Energy Progress
https://www.seia.org/news/commerce-department-decision-imperils-us-clean-energy-progress
MARCH 28, 2022
“
..
“The solar industry is still reeling from a similar tariff petition that surfaced last year. The mere threat of tariffs altered the industry’s growth trajectory and is one of the reasons why we’re now expecting a 19% decline in near-term solar forecasts. Taking up this case will have a chilling effect on the solar industry.
“Today’s decision responds to the self-interests of one company and will lead to more market volatility and job losses. Additional tariffs will cause the loss of 70,000 American jobs, including 11,000 manufacturing jobs. According to Wood Mackenzie, solar deployment will crater by 16 Gigawatts annually if tariffs are imposed. That’s two-thirds of all the solar energy installed last year. And over the next four years, U.S. carbon emissions will increase by 61 million metric tons.
..
“
________
Commerce Department kicks off 1-year solar tariff investigation on panels imported from Southeast Asia
https://www.utilitydive.com/news/commerce-department-kicks-off-1-year-solar-tariff-investigation-on-panels-i/621153/
MARCH 29, 2022
“..
The Department of Commerce decision is expected on Jan. 26, 2023, with a possible extension to April 1, 2023. It will present preliminary findings of the investigation on Aug. 30, including a preliminary duty rate. The secretary of commerce will be able to apply any final duties retroactively to Nov. 4, 2021.
..”
________
US weighs solar tariffs, unsettling industry
https://www.argusmedia.com/en/news/2316768-us-weighs-solar-tariffs-unsettling-industry
MARCH 30, 2022
"
..
Commerce secretary Gina Raimondo would be able to apply any duties retroactively, to as far back as November 2021, according CEA. Suppliers have indicated they may stop shipments from the countries in question until the agency issues its final ruling, expected in the first part of 2023.
Module suppliers in countries that were not named in the investigation will "likely" raise prices in response, CEA said. Some countries with established suppliers — including Canada, Germany, Mexico and South Korea — are geared to manufacture products for smaller, distributed solar projects, not utility-scale systems.
..
"
Biden energy chief voices ‘deep concern’ about tariff impact on US solar goals
https://thehill.com/policy/energy-environment/3470388-granholm-voices-deep-concern-about-potential-tariff-impact-on-solar-goals/
APRIL 28, 2022
________
Antidumping and Countervailing Duties (AD/CVD) Frequently Asked Questions
https://www.cbp.gov/trade/priority-issues/adcvd/antidumping-and-countervailing-duties-adcvd-frequently-asked-questions
________
Mere info i denne låste tråd
OBS: dette er gammel info om tidligere lignende petition fra A-SMACC. Som der skrives i artiklen fra pvmagazine
"The difference in the Auxin petition is that, instead of focusing on specific yet unnamed companies, Auxin is asking for a review of entire countries."
https://finansavisen.no/forum/thread/141215/view
Redigert 29.04.2022 kl 10:27
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manman01
28.03.2022 kl 19:32
19532
Redigeringshistorik:
30/3
Tilføjet FAQ fra US Customs & Border Protection, samt artikel fra Utilitydive // Fjernet "Breaking" fra titel grundet det ikke længere er breaking news.
Tilføjet artikel fra Argusmedia
Rettelse i formatering
29/4
Tilføjet link til artikel fra thehill :
"Biden energy chief voices ‘deep concern’ about tariff impact on US solar goals"
30/3
Tilføjet FAQ fra US Customs & Border Protection, samt artikel fra Utilitydive // Fjernet "Breaking" fra titel grundet det ikke længere er breaking news.
Tilføjet artikel fra Argusmedia
Rettelse i formatering
29/4
Tilføjet link til artikel fra thehill :
"Biden energy chief voices ‘deep concern’ about tariff impact on US solar goals"
Redigert 29.04.2022 kl 09:36
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manman01
28.03.2022 kl 19:50
19348
12 minutter siden fra solarpowerworldonline:
Commerce will investigate alleged AD/CVD circumvention by Chinese solar panel companies in Southeast Asia
https://www.solarpowerworldonline.com/2022/03/commerce-will-investigate-alleged-ad-cvd-circumvention-by-chinese-solar-panel-companies-in-southeast-asia/
MARCH 28, 2022
"
..
There is access to non-Chinese solar panels coming out of Southeast Asia. Hanwha Q CELLS is a South Korean company but has a manufacturing hub in Malaysia. Maxeon is headquartered in Singapore and also has a major manufacturing facility in Malaysia. How Commerce will treat these global solar players remains to be seen. Maxeon CEO Jeff Waters told Solar Power World last week he is confident the company could receive an exclusion if any tariffs were to hit Malaysia due to Maxeon’s premium pricing.
“People can accuse us of many things as a company, but the one thing they can’t is being somebody that’s dumping with pricing,” Waters said. “We sell at a significant premium to our customers and for good reason. There’s a lot we bring as a company that warrants that, including our panels. If something gets through, we feel we’ve got a compelling case to say there’s no way we as a company are dumping, and we can stand behind that.”
..
"
Commerce will investigate alleged AD/CVD circumvention by Chinese solar panel companies in Southeast Asia
https://www.solarpowerworldonline.com/2022/03/commerce-will-investigate-alleged-ad-cvd-circumvention-by-chinese-solar-panel-companies-in-southeast-asia/
MARCH 28, 2022
"
..
There is access to non-Chinese solar panels coming out of Southeast Asia. Hanwha Q CELLS is a South Korean company but has a manufacturing hub in Malaysia. Maxeon is headquartered in Singapore and also has a major manufacturing facility in Malaysia. How Commerce will treat these global solar players remains to be seen. Maxeon CEO Jeff Waters told Solar Power World last week he is confident the company could receive an exclusion if any tariffs were to hit Malaysia due to Maxeon’s premium pricing.
“People can accuse us of many things as a company, but the one thing they can’t is being somebody that’s dumping with pricing,” Waters said. “We sell at a significant premium to our customers and for good reason. There’s a lot we bring as a company that warrants that, including our panels. If something gets through, we feel we’ve got a compelling case to say there’s no way we as a company are dumping, and we can stand behind that.”
..
"
Redigert 28.03.2022 kl 19:52
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manman01
28.03.2022 kl 19:55
19254
U.S. to Probe If Asian Factories Are Evading Solar Tariffs
https://www.bnnbloomberg.ca/u-s-to-probe-if-asian-factories-are-evading-solar-tariffs-1.1744146
MARCH 28, 2022
"
..
First Solar Inc., the biggest U.S. manufacturer, rose as much as 7.4%. China-based JinkoSolar Holding Co., meanwhile, fell as much as 7%. Manufacturer Canadian Solar Inc. dropped as much as 6.9%.
The tariffs that Auxin says companies are evading date back to 2012, when the U.S. imposed duties on solar cells and modules from China under then-President Barack Obama after determining Beijing-backed companies were selling at cut-rate prices. Factories soon popped up elsewhere in Southeast Asia that produced solar cells and panels that weren’t subject to the tariffs.
..
"
https://www.bnnbloomberg.ca/u-s-to-probe-if-asian-factories-are-evading-solar-tariffs-1.1744146
MARCH 28, 2022
"
..
First Solar Inc., the biggest U.S. manufacturer, rose as much as 7.4%. China-based JinkoSolar Holding Co., meanwhile, fell as much as 7%. Manufacturer Canadian Solar Inc. dropped as much as 6.9%.
The tariffs that Auxin says companies are evading date back to 2012, when the U.S. imposed duties on solar cells and modules from China under then-President Barack Obama after determining Beijing-backed companies were selling at cut-rate prices. Factories soon popped up elsewhere in Southeast Asia that produced solar cells and panels that weren’t subject to the tariffs.
..
"
Takk for gode nyheter manman01. Kan du si litt om dine tanker om hvilken betydning dette har for recsi/Hanwha.
Bob Macahan
28.03.2022 kl 20:12
18997
En nyhet som får kursen att röra sig 7+% i väldigt stora företag borde resultera i kraftig kursreaktion hos REC imorgon ☀️🚀
Bob Macahan
28.03.2022 kl 20:31
18793
Det är uppenbart att ”Asian Factories Are Evading Solar Tariffs”. Det här kommer skynda på alla planer om att etablera värdekedja i USA.
Det blir en katalysator tillsammans med Bidens 2023 budget
Det blir en katalysator tillsammans med Bidens 2023 budget
Småplukker
28.03.2022 kl 20:36
18708
Det vil være en glede å ta farvel med deg, Salbei. Makan til negativitet skal man lete lenge etter.
Vi som har troen på selskapet får glede oss over at stadig flere brikker faller på plass. Tålmodigheten vil lønnes i rikt monn, for å si det litt gammelmodig
Vi som har troen på selskapet får glede oss over at stadig flere brikker faller på plass. Tålmodigheten vil lønnes i rikt monn, for å si det litt gammelmodig
Compilation20
28.03.2022 kl 20:37
18717
Dette er jo GULL for REC.....her er det bare en ting å gjøre, og det er å fyre opp ovnene i Moses Lake.....14GW produksjon kan bli utestengt i US...dette vil smerte for de som ikke har egen verdikjede på amerikansk jord.....
According to SEIA, the implementation of AD/CV tariffs would result in the loss of 14GW of new solar installations, a figure which represents more than half of what was installed in the US last year.
https://pv-magazine-usa.com/2022/03/28/breaking-dept-of-commerce-to-move-forward-with-solar-anticircumvention-investigation/
According to SEIA, the implementation of AD/CV tariffs would result in the loss of 14GW of new solar installations, a figure which represents more than half of what was installed in the US last year.
https://pv-magazine-usa.com/2022/03/28/breaking-dept-of-commerce-to-move-forward-with-solar-anticircumvention-investigation/
Før du selger burde du i deg minste eie aksjer ikke late som. Les historikken til dette ubetydelige nicket så skjønner man hvorfor.
Mamman tusen takk for den 😊ting faller på plass 1 etter 1 og mye går raskt nå .
Mamman tusen takk for den 😊ting faller på plass 1 etter 1 og mye går raskt nå .
Redigert 28.03.2022 kl 20:44
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Rec er i smørøyet og markedet må virkelig våkne.. Det er handel kun basert på roboter og short+traiding . De må prise denne på reelle verdier og potensiale som tilsvarer en mye høyere kurs.
Redigert 28.03.2022 kl 20:43
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Fantastisk!
Jeg må innrømme at jeg var litt skeptisk til om dette faktisk ville bli tatt på alvor.
Takk for oppdateringer 👏
Deilig hvor mye som har falt på plass disse to ukene nå
Jeg må innrømme at jeg var litt skeptisk til om dette faktisk ville bli tatt på alvor.
Takk for oppdateringer 👏
Deilig hvor mye som har falt på plass disse to ukene nå
Salbei
28.03.2022 kl 20:44
18576
Skulle bare kjapt innom denne forrige uke, måtte kjøpe videre for å få ned snittet i denne dritten. Aldri mer REC
Bare og låse tråden mamman så slipper vi å ha de som later som de har aksjer kommentere her. Nok av dem på forumet nå.
manman01
28.03.2022 kl 20:52
18444
Det er en fornøjelse :)
Starten på denne kan næppe være negativ for REC, der er ikke noget at tabe her. For Hanwha vil det nok skabe usikkerheder indtil at undersøgelsen er ovre, eller de har fået en fritagelse fra udfaldet af den. Så er det godt at Hanwha er ét skridt tættere på at have en hel værdikæde udenfor disse lande ;)
Starten på denne kan næppe være negativ for REC, der er ikke noget at tabe her. For Hanwha vil det nok skabe usikkerheder indtil at undersøgelsen er ovre, eller de har fået en fritagelse fra udfaldet af den. Så er det godt at Hanwha er ét skridt tættere på at have en hel værdikæde udenfor disse lande ;)
manman01
28.03.2022 kl 20:59
18357
Salbei skrev Jeg eier. Sikkert flere enn deg til og med.
Vi tager lige en 15 minutters pause, og så prøver vi igen. Bedre tone tak, Salbei. Vi prøver at blive klogere på vores investeringer her, og dette er næppe en hjælp.
manman01
28.03.2022 kl 21:22
18074
Bestemt :)
Her er der store markedsandele at kunne spise op - Hanwha's sats ser mere og mere fornuftigt ud for hver dag der går :)
US to probe if Chinese firms are evading solar tariffs via Southeast Asian factories
https://www.scmp.com/news/world/united-states-canada/article/3172195/us-probe-if-chinese-firms-are-evading-solar-tariffs
MARCH 29, 2022
Her er der store markedsandele at kunne spise op - Hanwha's sats ser mere og mere fornuftigt ud for hver dag der går :)
US to probe if Chinese firms are evading solar tariffs via Southeast Asian factories
https://www.scmp.com/news/world/united-states-canada/article/3172195/us-probe-if-chinese-firms-are-evading-solar-tariffs
MARCH 29, 2022
Er vel også en grunn for at Røkke trakk seg ut da de skjønte at Hanwha var de rette for selskapet Rec fremover.
De ville ha premie for dette og Haniwha var villig til det da de ser potensiale/verdikjeder er mye større osv .
De ville ha premie for dette og Haniwha var villig til det da de ser potensiale/verdikjeder er mye større osv .
manman01
28.03.2022 kl 21:30
17930
Denne var, og er god at forholde sig skeptisk til. Første gang blev undersøgelsen jo blot smidt i skraldespanden. Denne kommer et skridt videre, og det bliver MEGET interessant at se hvad der kommer ud af det. Ingen har svaret endnu, men at spørgsmålet bliver stillet skaber usikkerhed i marked som vil fremskynde etableringen af en amerikansk værdikæde uanset :)
👍👍👍👍 dette blir bra ! Alt faller på plass , rec sitter i smørøyet !
VIP
28.03.2022 kl 21:41
17774
Hanwha har i samband med siste aksjekjøp, kommunisert oppstart av ML 2023. Dette tror jeg fører til oppstart tidl i 2023💪💪 og melding fra REC før fellesferien i år🙌
Bob Macahan
28.03.2022 kl 21:46
17726
Uppstart tar 18 månader, sa inte Tore det?
Om så är fallet måste beslut fattas väldigt snart
Om så är fallet måste beslut fattas väldigt snart
Jeg mener at det har blitt sagt 9-12 mnd for å få ML opp å gå?
Det er vel forskjell på delvis og full utnyttelse av fabrikken antagelig.
Det er vel forskjell på delvis og full utnyttelse av fabrikken antagelig.
VIP
28.03.2022 kl 21:52
17688
Hei, jeg mener REC har kommunisert 12 mnd men det er full drift. Dvs REC er i produksjon raskere men ikke 100%
Noen som kan kvalitets bekrefte det ? Litt usikker!
Noen som kan kvalitets bekrefte det ? Litt usikker!
Hvis de ikke allerede i det skjulte begynner å forberede oppstart uten å melde ….
Stabukk
28.03.2022 kl 21:54
17647
I forhold til framdrift av gjenåpning kan vel Hanwha bidra med fagfolk frå sin tidlegare poly-fabrikk i Korea, dersom Rec har problem med å få tak i sine tidlegare tilsette.
Tippar gjenåpning vil gå fort når styre sitt vedtak först er gjort. Sjå ikkje bort frå restart av Moses Lake innan 1 år.
Tippar gjenåpning vil gå fort når styre sitt vedtak först er gjort. Sjå ikkje bort frå restart av Moses Lake innan 1 år.
Blir spennende å se om amerikanerne snart får opp øyene for REC … kan lett bli trangt å komme seg inn og når short i tillegg må dekke inn … 😀
Krohnjuvelen
28.03.2022 kl 22:00
17571
Det som tar tid, er rekruttering, og kursing/opptrening av ansatte. Her fra 2019 da fabrikken gikk på 20% https://www.paretosec.no/visning/intervju-med-rec-cfo
TT har nevnt 6-9 måneder til 50% under Q&A
ML vedlikeholdes så reaktorene er under «idle» ikke nedstengt. Dere kan se i AR hvor mye de bruker for å holde den vedlikeholdt og i idle
Arrester meg gjerne hvis jeg tar feil. Men jeg mener dette er meldt under flere kvartalspresentasjoner
TT har nevnt 6-9 måneder til 50% under Q&A
ML vedlikeholdes så reaktorene er under «idle» ikke nedstengt. Dere kan se i AR hvor mye de bruker for å holde den vedlikeholdt og i idle
Arrester meg gjerne hvis jeg tar feil. Men jeg mener dette er meldt under flere kvartalspresentasjoner
Redigert 28.03.2022 kl 22:05
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VIP
28.03.2022 kl 22:05
17495
Tror ikke vi skal være urolige for REC, dette er bare en ny bekreftelse på hva vi tror på! Sitt rolig dette går veien.
Haniwha har vel uttalt at de vil ha opp Ml raskt så tipper det ikke er lenge før meldingen ligger der.
Er det for å provosere du kaller dem for Haniwha i 96% av alle dine innlegg, eller er det en trøndersk vri av Hanwha?
DjTao
28.03.2022 kl 22:36
17143
Husker dere for et par måneder siden så hadde REC lyst ut en stilling som kursansvarlig i ML. Det er nok ikke tilfeldig at den stillingen ble utlyst etter at Hanwa kjøpte seg inn i REC. Her er det mye som er planlagt og klart i kulissene. Nå venter vi bare på politikerne og dermed…. Boooom 🚀
In Moses Lake, REC currently only has one job opening for a training and development administrator.
https://columbiabasinherald.com/news/2021/dec/31/rec-silicon-leaders-waiting-reopen-moses-lake/
In Moses Lake, REC currently only has one job opening for a training and development administrator.
https://columbiabasinherald.com/news/2021/dec/31/rec-silicon-leaders-waiting-reopen-moses-lake/
Redigert 28.03.2022 kl 22:57
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manman01
29.03.2022 kl 06:07
16502
U.S. Commerce Department says it will investigate solar imports from four Asian countries
https://www.reuters.com/business/us-commerce-department-says-it-will-investigate-solar-imports-four-asian-2022-03-28/
MQRCH 28, 2022
https://www.reuters.com/business/us-commerce-department-says-it-will-investigate-solar-imports-four-asian-2022-03-28/
MQRCH 28, 2022
manman01
29.03.2022 kl 06:08
16488
Feds to probe allegations Asian solar manufacturers skirted tariffs
https://thehill.com/policy/energy-environment/600072-feds-to-probe-allegations-asian-solar-manufacturers-skirted-tariffs?amp
MARCH 28, 2022
https://thehill.com/policy/energy-environment/600072-feds-to-probe-allegations-asian-solar-manufacturers-skirted-tariffs?amp
MARCH 28, 2022
manman01
29.03.2022 kl 07:45
16092
U.S. to Probe Tariff-Dodging Claim Against Chinese Manufacturers
https://www.wsj.com/amp/articles/u-s-to-probe-tariff-dodging-claim-against-chinese-manufacturers-11648500996
MARCH 28, 2022
https://www.wsj.com/amp/articles/u-s-to-probe-tariff-dodging-claim-against-chinese-manufacturers-11648500996
MARCH 28, 2022