Dej KnuckeyDec 16, 2022
Christian Roselund

ICYMI: Wood Mackenzie / SEIA figures are validating what ACP previously reported. U.S. Q3 2022 #Solar installations are down 17% y-o-y, and 2022 will be the slowest year for installations since 2019. This is largely as a result of UFLPA detentions, but also the impacts of the Hoshine WRO & anti-circumvention investigation.

#energytransition #climatecrisis

https://seia.org/news/trade-and-supply-chain-barriers-delay-impact-historic-clean-energy-law

Trade and Supply Chain Barriers Delay Impact of Historic Clean Energy Law | SEIA

WASHINGTON, D.C. and HOUSTON, TX — The U.S. added 4.6 gigawatts (GW) of new solar capacity in Q3 2022, a 17% decrease from the same quarter last year as trade barriers and ongoing supply chain constraints continue to slow America’s clean energy progress.

SEIA
Dec 16, 2022 at 10:34pmWeb
Show threadChristian RoselundDec 17, 2022
One thing I should note here: While I don't have exact knowledge about what kinds of polysilicon are being used in every shipment, I do know that some of the shipments that have been detained under UFLPA have polysilicon from Wacker (Germany, US), Hemlock (US) and Tongwei (China, non-Xinjiang). So at least some if not all of these detentions are of product using non-Xinjiang polysilicon. /2
Show threadChristian RoselundDec 17, 2022

Additionally, some shipments have been released, and these are of modules that use Wacker poly. Wacker has no polysilicon production in China, let along Xinjiang. It took Customs 5 months to begin to clear and release these shipments.

This is frankly not promising re: the overall market impact of UFLPA. /3