Quick Take. Biden increased 301 tariffs, with right concepts. Delaying storage to 2026 to give the industry room to create a domestic supply chain and removing tariffs on the equipment needed to build solar factories in America.
Little Big Wins. Solar trade advocates fought behind the scenes to shape these wins that have big impacts, thank you.
Taking Names. Tomorrow you can watch the preliminary hearing for the latest trade AD/CVD trade case. I won’t post the agenda with who’s testifying in favor of destroying America’s solar market but you can watch the proceedings or login to the EDIS system and see the agenda. In case you want to take names and prioritize your partners, but that’s up to you.
Heading North. Sending this from the usual 37,000 feet as I spend a few days in two of my favorite cities, DC and Annapolis. Always great to get some summertime Chesapeake sunshine!
Hats Off To AJR. I got to spend last night with my two sons at an AJR concert, the first concert for my youngest. Amazing show and highly recommend to any fellow AJR fans reading this.
- Axios: Clean tech becomes latest move in U.S.-China chess match
- Associated Press: Biden hikes tariffs on Chinese EVs, solar cells, steel, aluminum — and snipes at Trump
- Bloomberg: Biden’s China Tariffs Leave Space For Key Solar Machinery
- Reuters: Meme stock squeezes and new tariffs shake up US solar sector – Maguire
- PV-Tech: Silicon Ranch to build 110MW Tennessee PV project with electricity co-op
- Energy Storage News: Puerto Rico – Regulator approves 360MW plan to accelerate battery storage deployments
- Canary Media: Plug Power lands $1.7B DOE loan guarantee to boost hydrogen production
- PV-Magazine: Two approaches to save net metering in Puerto Rico
Opinion
Best, Yann