Monday, March 13 • 1:30 – 2:15 p.m. MT
Dan Anziska is moderating a panel at the upcoming Infocast Solar + Wind Finance & Investment Summit titled, "Ouch & Never Again: Anti-Circumvention/Biden Moratorium."
President Biden's use of section 318/Tariff Act of 1930 to waive duties on solar cells and panels imported from Vietnam, Malaysia, Thailand and Cambodia brought some pricing certainty back as the industry awaits the Department of Commerce's final decision. But this issue is not in the rearview mirror. Projects stalled, storage knock-on delays/cancellations, higher prices, Auxin potentially blocking implementation: tariff risk is still around, as suppliers gamble that panels pass Customs within the 24-month timeframe.
- Commerce pushed its initial ruling to November 28 at Auxin's request. What would happen if they filed suit to block implementation, and how likely is that?
- How are developers changing their procurement strategies as a hedge against future supply chain uncertainty? How can storage suppliers adjust expectations in case of future solar delays?
- What can the industry at large learn from solar's woes to head off potential future issues, like recycling or mineral mining? How does the industry take steps to safeguard supply chains?
- Two-year window: What can the industry do to help enable domestic facility ramp up?