This is your SolarWakeup for April 26th, 2022

Some Thoughts On Tariffs. One of the saddest parts of the decade of useless solar tariffs, besides increasing the cost of solar to consumers, is the impact it had and continues to have on domestic silicon production. Billions of new factories were coming online when the first duties were retaliated against with silicon tariffs that crushed the domestic market. On the other hand, the vilification of Suniva and Auxin provides the easy antagonist which is with almost 100% certainty, but pure speculation, not the right party to blame. These tariff cases are both complicated and expensive and neither of those firms have the upside to take on that expense on their own. At the end of the day, there are very few winners in this fight, financially, politically or ideologically.

Getting To 2022 COD. Join the Sustainable Capital Finance (SCF) team on May 4th, 10am PST, as they share solutions to industry wide challenges causing project delays. The goal for attending developers and Epcs is to undertake strategies enabling project reach energization in 2022. This free webinar is recommended for solar installers, developers and originators involved or interested in financing C&I, nonprofit & governmental solar as well as electric vehicle charging solutions. To register, simply click here.

Opinion

Best, Yann