Stefan Reisinger from Norton Rose Fulbright discusses the solar module petition update, including implications for the industry, nuances of import types, potential duties imposition, timeline of tariff process, and strategies for navigating uncertainties in solar imports.
The petition targets potential dumping and illegal subsidies on solar products from Southeast Asian countries.
Successful outcomes could lead to imposing dumping and countervailing duties, creating uncertainty for importers and stakeholders.
Deep dives
The American Alliance for Solar Manufacturing Trade Committee Petition
The podcast delves into the new anti-dumping and countervailing duties petition filed by the American Alliance for Solar Manufacturing Trade Committee. The petition aims to cover imports of photovoltaic cells and related products from select Southeast Asian countries. The petition, supported by members like Convolt Energy and First Solar, targets imports not subject to previous circumvention determinations. This petition stands separate from the earlier circumvention proceedings, focusing on potential dumping and illegal subsidies on solar products.
Implications and Timeline of the Petition Process
The podcast discusses the potential outcomes and timeline of the petition process. If successful, the Department of Commerce could impose dumping and countervailing duties on relevant imports. The timeline includes key milestones like the preliminary determination within 160 days from the petition filing. There's a possibility of retroactive duties based on critical circumstances, creating uncertainty for importers and industry stakeholders.
Managing Risk and Uncertainty for Solar Developers
The episode highlights the challenges and advice for importers, investors, and lenders in managing risk during the uncertainty period. Strategies include renegotiating supply agreements to mitigate potential risks and sharing costs with suppliers. The ongoing developments pose challenges in calculating project profitability, emphasizing the need for risk management strategies in the face of regulatory uncertainties.
Stefan Reisinger, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the anti-dumping and countervailing duty petition on solar modules that was filed by the American Alliance for Solar Manufacturing Trade Committee.
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