Comments on: The U.S. solar industry has a China problem /2021/08/u-s-solar-china-polysilicon-battle/ Covering the world of solar power technology, development and installation. Wed, 03 Jan 2024 20:07:59 +0000 hourly 1 https://wordpress.org/?v=6.7.2 By: Pierre ROSSOUW /2021/08/u-s-solar-china-polysilicon-battle/#comment-137579 Wed, 26 Oct 2022 14:56:28 +0000 /?p=95621#comment-137579 In reply to Gary Cook.

Maybe not yet. Maybe not at all.

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By: Bruce Johnson /2021/08/u-s-solar-china-polysilicon-battle/#comment-136679 Sat, 08 Oct 2022 04:49:23 +0000 /?p=95621#comment-136679 Nice article! I will need to re-read it and the comments. Not an expert.
That being said, I have a vague recollection that, in the mid-2010’s, the two companies requesting tariffs to protect US solar manufacturing had management dominated by Chinese and German teams. Please correct me if I am wrong, but it seems a reasonable question whether or not US-based manufacturers are vulnerable to being bought out by foreign interests. Similar to concerns rising in agribusiness.

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By: 忠帅廖 /2021/08/u-s-solar-china-polysilicon-battle/#comment-128436 Wed, 27 Apr 2022 07:20:58 +0000 /?p=95621#comment-128436 HI,

Our company specializes in re-export operation of solar photovoltaic re-export trade to avoid the high anti-dumping duties of the United States/India/Turkey, and there are no problems in a large number of operations! –The United States investigates four Southeast Asian countries (Vietnam/Malaysia/Cambodia/Thailand), and it is expected that the preliminary ruling will be made within 5 months!

Re-export process: The goods are first shipped from the Chinese port to the port of the re-exporting country (such as the port of Colombo, Sri Lanka)–customs clearance into the local bonded warehouse in Sri Lanka–changing cabinets–photographing–re-declaration for export–apply for Sri Lanka after the second-way ocean bill of lading is issued To the United States CO certificate of origin / to India to Malaysia FORM AI certificate of origin, to Turkey to Malaysia MTFTA (such as the attached sample), all documents are Malaysia / Sri Lanka for customs clearance at the port of destination, the United States / India generally 0 tariffs,

In addition, our company has branches in Malaysia and the United States, which are used to deal with local re-export customs clearance and delivery matters. The efficiency is faster, and there is a need for more exchanges.

贵司外贸业务,大家好!

我司专业转口操作太阳能光伏转口贸易规避美国/印度/土耳其反倾销税高额关税,陆续大量操作中,均无问题!–美国调查东南亚四国(越南/马来西亚/柬埔寨/泰国),预计5个月内会初裁!

转口流程:货物先从中国港口海运到转口国港口(如斯里兰卡科伦坡港)–清关进斯里兰卡当地保税仓库–换柜-拍照–重新报关出口–出了二程海运提单以后去申请斯里兰卡到美国CO产地证/到印度出马来西亚FORM AI产地证,到土耳其出马来西亚MTFTA(如附件样本),所有单据都是马来西亚/斯里兰卡用于目的港清关,美国/印度一般 0关税,

此外我司在马来西亚,美国均有分公司,用于处理当地转口清关派送事宜,效率更加快捷,有需要多交流!

感谢!

Thanks&Best Rgds
Mr ALLEN

XIN RUI DA LOGISTICS CO.,LTD

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By: Reyna /2021/08/u-s-solar-china-polysilicon-battle/#comment-116854 Mon, 01 Nov 2021 21:52:23 +0000 /?p=95621#comment-116854 In reply to WILLIAM B.

Great and truthful input! I too agree that we need to stop looking outwardly at our mistakes in the US and focus internally on why we can’t step up to the plate to be more competitive. I also agree that we put way too little money and importance into training and employing a solid technical workforce. Everywhere you look, bloated executive ranks are pulling in all the money while trying to minimize and underpay their technical workforces. We have a tendency to punish out of the box thinking (although that appears to be changing more and more these days) and push for quick solutions over taking the time to really work through problems and come up with meaningful solutions that consider all possible ways to recover from external influences.
Lastly, thanks for providing alternative insight into the labor situation. I, too, have been a believer of the negative things said about Chinese labor practices. So it was helpful to get that clarity.

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By: Michael Steele /2021/08/u-s-solar-china-polysilicon-battle/#comment-116209 Fri, 29 Oct 2021 05:08:43 +0000 /?p=95621#comment-116209 In reply to Crusty.

This

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By: Solarman /2021/08/u-s-solar-china-polysilicon-battle/#comment-112308 Fri, 03 Sep 2021 01:18:31 +0000 /?p=95621#comment-112308 In reply to Cameron.

When you start talking about “architectural roof top” now you’re getting into the solar PV tile arena and it appears there are still some out there and they are all expensive. TESLA is usually the first name mentioned when talking about solar PV tile roofs, just recently TESLA “adjusted” the cost of their installed solar tiled roofs. When one gets to this point it is a roof tear off to the boards and reinstallation with the solar PV tile and matching roof tiles to fill in unused and shaded areas of a roof. TESLA “seems” to be going from $50K to $100K per roof installation.

Luma is another solar PV tile company and another that’s been around for a while is CertainTeed solar PV tile company. Like any construction project I’d get three quotes and see how they plan on “solarizing” your roof and get some real customers as references and see how their overall experience with these companies have been. The unfortunate thing about these custom solar PV tile installations, you can’t use standards like a 400-450 square foot racked panel solar PV array on a roof could supply 6.6kWp to 8.1kWp. There seems to be many foreign companies delving into the solar roof tile like Meyer Burger is supposed to start a line of solar PV tiles this year and next year.

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By: Cameron /2021/08/u-s-solar-china-polysilicon-battle/#comment-112181 Tue, 31 Aug 2021 17:01:01 +0000 /?p=95621#comment-112181 In reply to Solarman.

“When one wanted solar PV, they could buy four to six more Chinese solar PV panels, put out the same generation per day and cost almost half what Solyndra was manufacturing.”

Any links you may assist with in finding energy efficiency per SF of PV for architectural rooftop use? To maximize DC power use in future facilities, I cannot afford to waste collector space. TIA.

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By: Jason /2021/08/u-s-solar-china-polysilicon-battle/#comment-111310 Fri, 13 Aug 2021 18:02:52 +0000 /?p=95621#comment-111310 In reply to GreenMafia.

There is no evidence that her labors were forced. Instead, they were fooled.

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By: Jason /2021/08/u-s-solar-china-polysilicon-battle/#comment-111309 Fri, 13 Aug 2021 17:59:19 +0000 /?p=95621#comment-111309 In reply to Shokhrukh Baratov.

FYI, 15,000MW of cell capacity takes only 3,000 highly-motivated and well-trained staff in China. That is 100 staff per 500MW. That is one fifth of what it takes in the labor-intensive Georgia(EU).

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By: GreenMafia /2021/08/u-s-solar-china-polysilicon-battle/#comment-111283 Fri, 13 Aug 2021 05:04:28 +0000 /?p=95621#comment-111283 If Desari Strader is the hope of the US Solar industry then it is screwed.

Looking at all of the lawsuits filed by unpaid employees, it seems that she also believes in slave labor.

Charle Gay has not been involved with Violet Power for several months.

https://www.bernreuter.com/newsroom/polysilicon-news/article/break-up-with-rec-points-to-deeper-problems-at-violet-power/

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By: Gary Cook /2021/08/u-s-solar-china-polysilicon-battle/#comment-111277 Fri, 13 Aug 2021 03:26:24 +0000 /?p=95621#comment-111277 Did someone in the solar industry just wake up?

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By: Shokhrukh Baratov /2021/08/u-s-solar-china-polysilicon-battle/#comment-111269 Thu, 12 Aug 2021 23:30:06 +0000 /?p=95621#comment-111269 There is effective solution to handle the problem of supply chain disruption. US shouldn’t only support own manufacturing but as well look into supporting allied countries to substitute Chinese supply. We have manufacturing of PV Modules in Georgia (Europe) using non Chinese components for US market. Our holding company is US based and main investor as well is US based venture capital fund. Now we are looking for additional investments to establish cells manufacturing. US is the main investor and technology provider of China since President Nixon made his great Chinese deal. China couldn’t become the great economic power without US support. In the same way US can put into competition to China allied democratic, free countries like Georgia, investing, owning manufacturing there to use local affordable labor with headquarters in US. Then combination of US made polysilicon with further processing and assembly abroad, but headquartered together with R&D and all patents in USA will be economically feasible and internationally competitive. US will have long term benefits supporting with technology and investments allied countries who see their future with the same values as US does.

P. S.: I saw in previous comments denial of forced labor issues based on automated manufacturing approach, but cells manufacturing cannot be fully automated yet. For 500 MW cells manufacturing you need at least 500 people staff. It’s ironic but communists decorating themselves mainly as workers party in fact are the biggest forced labor exploitators worldwide since they started to exist and it cannot be changed as basically there is no freedom. I know it as I was born in USSR and I’m happy it doesn’t exist anymore.

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By: Josh /2021/08/u-s-solar-china-polysilicon-battle/#comment-111257 Thu, 12 Aug 2021 18:24:08 +0000 /?p=95621#comment-111257 In reply to WILLIAM B.

Finally Bill you stand out to debunk this myth of slavery. US is so fond of blaming others instead of solving the real problem. The fact is simple and painful, American industrialization failed in the fair competition with China just in the same way it had failed with Japan and Korea. The answer is always simple: Educate more engineers, provide better affordable healthcare and make sure workers share the profit they make. Japan, Korea and now China all won US in the same way and US hasn’t learnt yet and it appears people will never learn.

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By: Solarman /2021/08/u-s-solar-china-polysilicon-battle/#comment-111253 Thu, 12 Aug 2021 17:29:47 +0000 /?p=95621#comment-111253 In reply to Crusty.

I would expect the “shortage” of Te is as “real” as a shortage of lithium. Seek and ye shall find. As for First Solar’s chops at making thin film solar PV panels for 22 years, it is also possible this company could “solve” the Perovskite problems and create multilayered spray on or print on technologies that would produce the cheap 30% plus solar harvest efficiency, without needing the extra energy of foundry’s. As, Sb, Ge are in the same class as Te, one could pull enough As out of domestic water supplies to use as a feedstock for future solar PV panel chemistries. First Solar has had an established cradle to cradle recycling program in place since 2003, grind, separate elements, reuse on the manufacturing line.

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By: Jason J /2021/08/u-s-solar-china-polysilicon-battle/#comment-111251 Thu, 12 Aug 2021 17:04:55 +0000 /?p=95621#comment-111251 In reply to Solarman.

Before they moved the line to Malaysia and Philippines,SunPower/Maxeon tried to make the IBC cells Violet Power dreams today in America .
You know what? Only forced labors are capable of making things happen affordably.

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