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Doug Houseman
Doug Houseman
Expert Member
Top Contributor

Solar Tariffs & US manufacturing

CNN posted this story today...

https://www.cnn.com/2022/05/06/politics/solar-energy-china-investigation-climate/index.html

It sounds bad, but so is slavery and using a third country to duck tariffs has been a time honored dodge that takes additional investigations to prove or disprove. While I feel for the people who may be out of work soon (or already are), the fact that the US Government has done very little to build a supply chain in the US is the larger problem - poly-silicon is the base of most PV panels, it is made almost entirely in one country (oh, and it is the base of most semi-conductor chips too). Cell manufacturing is mostly in a couple of countries, in Asia. Making panels from those cells is almost all in Asia and it is those panel makers who use cells from mostly that 1 country.

It is not just opinion but confirmed fact that slave labor is used where many of the poly-silicon plants and the cell manufacture is.

While I am unhappy that this tariff and investigation are slowing solar projects - I am more unhappy that we will be dependent on that one country for the generation of electrical power from the sun in the future, and a cut off of those products by either country will potentially end up in a nation wide black out.

We need a supply chain for solar that is independent of Asia, may be not for 100% of our needs, but at least 50% of our needs should be built here in North America. The fact that it will be a strategic part of our critical infrastructure should be all that is needed to get the government working on this - look how fast they mobilized to help Europe with natural gas. Should we not put the same priority on sustainable infrastructure supply chains?

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