Products from the Energy and Power Technology, Automotive Technology, and Teardowns & Cost Benchmarking can be found on this website. For products comprising the rest of the IHS Markit Technology portfolio, please visit technology.ihs.com. The Energy and Power Technology content migrates to connect.ihs.com from October 28th. Note: you will need to log in again when navigating between these websites.

Market Insight

PV module demand surges and prices rise in the United States as developers rush to secure products ahead of trade case outcome

July 06, 2017  | Subscribers Only


Want to learn more?
Have an expert contact you.

A rush to buy PV modules prior to the potential introduction of tariffs resulting from the Suniva and Solarworld petition in the United States has caused a shortage in supply and price increases in recent weeks.

Key Points

  • Demand for PV modules has surged in recent weeks as developers look to secure a higher stock of modules prior to any possible action taken as a result of the Suniva and Solarworld petition. A decision on the case is due in September.
  • As a large part of global PV cell capacity cannot serve the US market due to existing trade tariffs, this spike in demand has created a shortage of modules for the United States PV market, and led to sharp price increases.
  • Prices have risen to such an extent that it is now conceivable that Chinese products which are subject to the lower anti-dumping tariffs could be sold in the United States.
  • It is unclear whether any new restrictions or tariffs imposed as a result of the Suniva and Solarworld petition would apply to the companies that are already subject to anti-dumping tariffs. If they are excluded from the new case, and prices remain at current levels, then the impact on the United States PV market could be less sever than initially anticipated.

Please login to view the full analysis

Research by Market
Power & Energy Technology
Category
Solar
Share facebook Twitter Google Plus Linked In Add This Contact Us