Efforts to bring US polysilicon and wafer supply face an uphill struggle. Here’s why


Amongst this uncertainty, questions are being raised over whether the Inflation Reduction Act (IRA) is up to the task of bringing upstream solar supply to North America. Image: Hemlock

The dynamics of solar supply in the US are continuing to shift.

The Department of Commerce (DOC) may be reopening anti-dumping tariff investigations into Southeast Asian factories – which almost exclusively supply the US – just as Joe Biden’s two-year waiver on tariffs is due to expire; the Secretary of the Treasury, Janet L. Yellen, said on a visit to China that she “wouldn’t rule out” further trade measures against Chinese manufacturers’ overcapacity; and the announcements for new module assembly plants – and some cell producers – on US soil keep coming.

(The above content is reproduced from pv-tech,By Will Norman)


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