Happy Friday. Don’t forget, if you need money for good deals, let me know!
ITC Staff Report. The process is playing out as we speak. The trade commission staff has put a report together, essentially a review of the filings ahead of the September 22nd hearing. The petitioners seemed happy about the report which did highlight that US manufacturers have struggled over the past decade. I’d like to add some caveats in the form of questions because I think Suniva/SolarWorld should answer them. How much market cap/valuation has been lost by US manufacturers versus Chinese manufacturers? How much value has been lost in the downstream/development side of solar while panels dropped in price? Are publicly traded Chinese solar manufacturers lying when they say that $0.35/watt modules generate a profit?
SEIA Chimes In. I’m a fan, SEIA should do this more often. I applauded it when Tom Kimbis was CEO and wrote public comments. Keep doing it please.
National Labs On Notice. There is a war on science and we should not allow it.
- PV-Magazine: ITC report – 26 U.S. module makers closed in the past five years
- Greentech Media: How 2 Bankrupt Companies Are Threatening Tens of Thousands of American Solar Jobs
- Think Progress: Energy Department puts national lab employees on notice of job cuts
- Renewable Energy World: Green Power Still Tied Up with Red Tape in Macron’s France
- EDF: Research competition invites students to solve real-world energy problems
- PV-Tech: Foreign governments line up to make case at Section 201 hearing
- CleanTechnica: Scientists Worry Trump Administration Will Suppress Latest Climate Change Report
- Utility Dive: Net metering debates rev up, but regulators are skeptical of utility proposals
Opinion
Have a great day!
Yann