28 replies to this topic

[solarkahuna]

Its a done deal people!!

http://news.yahoo.co...-092537341.html

Getting ready to sift thru details...

[solarkahuna]

Reading the article it seems everybody on both sides are very happy with the settlement and described as very "amicable"

Going to see if I can find the final settlement details

[solarkahuna]

News wires picking it up now.. looks like its .56 euro or .74 cents a watt...

IMO that number is great for the Tier 1 guys... Monday should be HUGE with this number especially and most importantly now that the uncertainty is out of the way!!

This makes a big statement to the Global world of PV!

[luckygoose]

http://finance.yahoo...-081218253.html

 

0.56 euro cents/watt  and 7 GW

 

Luckygoose

[odyd]

There seems to be a selective group of those who participated is it the 66 companies? This would be additional success, leaving the other 70 companies behind. Chinese Media should have details on Sunday

[Xeloris]

I think this whole eu/china tariff thing was a prelude to more subsidies in Europe.  

[luckygoose]

The goal is to limit Chinese competition against European manufacturers such as Solarworld AG (SWV)

 

Solarworld will know in a short notice if they will survive. Let's hope the sharholders will let Asback fail and let his company go into insolvancy.

 

Would be a great end to this muppet show!

[Xeloris]

Yep, I mean this is just a wild thought but they are talking about cutting coal subsidies.  They may just move it right into solar as its turning preferred energy source over coal and it would limit how much china can benefit from the subsidies by placing a cap on the number of Chinese imports.  

 

EU needs to not just place this floor of pricing on just china, but imports from anywhere else as well.  Hopefully TSL goes in blastoff mode monday

[solarfun]

There seems to be a selective group of those who participated is it the 66 companies? This would be additional success, leaving the other 70 companies behind. Chinese Media should have details on Sunday

NYT states 90 out of 140... 

 

..."The arrangement would cover exports from about 90 of approximately 140 Chinese exporters that were examined during the E.U. investigation, and that represent about 60 percent of the panels sold in the Union, the E.U. official said. Those 90 companies would no longer face tariffs that were put in place in June."..

 

http://www.nytimes.c...wanted=all&_r=0

[spiritcraft]

I think this whole eu/china tariff thing was a prelude to more subsidies in Europe.  

That is a very good point. 

 

on the USA front:

This deal also leaves the US with some mud on it's face.  Due to the vast political funding by polluters and utilities here, it was not possible to join in the deal in that time frame without the usual suspects, the teabaggers going into another lunatic frenzy.  From the stories out there, the US had hopes of a three way deal initially.   The prez can maybe do something through executive action as this puts pressure on the US to came up with an agreement as well.  Maybe he could now do a deal more easily actually since the EU / CN deal is done.   An end to the US tariffs would be good for us and for the planet.

[nanofrogfish_spf]

Was there ever really any doubt that this would get settled...

 

It does leave the US in a precarious position...still in a trade war with China, while the EU and China strengthen their economic relationship...good for them, bad for US. The politicians that represent myself and my country really make me mad sometimes, putting their personal political interests and short-shortsightedness ahead of the good of the country. Yes, politically China-bashing is very popular with the blue-collar worker, but these guys seem to be blind to the fact that it does much more harm than good to be protectionists in this modern global economy.

 

Just watch how the US now trips over themselves trying to get their own deal done...and then watch as China snubs their nose at them...

 

This was the last big hurdle our solars had to jump over...the suns the limit now.  I don't even consider India's complete stupidity when it comes to their supposed tariff investigations against pretty much every other country in the world as a factor...no one really wants to do business there anyways with the way they handle things...they have zero bargaining power at this point, and most of their politicians are just to dumb to realize it.

 

Great news to wake up to...thanks for the links everyone.

[odyd]

What I am reading, companies which agree will sell at the minimum price. Not all have been covered by the deal, so you actually have to be named to the deal. I am curious if there US-listed not on the "list" on not wanting participate. Those, who outsource could sell at below price to have more demand. Those with factories like CSUN and CSIQ could beat the price too. I think being on the list is good, but having sources of productions is even better. No word on wafer and cell? Even better. I think this was always about modules. 

[spiritcraft]

Was there ever really any doubt that this would get settled...

 

It does leave the US in a precarious position...still in a trade war with China, while the EU and China strengthen their economic relationship...good for them, bad for US. The politicians that represent myself and my country really make me mad sometimes, putting their personal political interests and short-shortsightedness ahead of the good of the country. Yes, politically China-bashing is very popular with the blue-collar worker, but these guys seem to be blind to the fact that it does much more harm than good to be protectionists in this modern global economy.

 

Just watch how the US now trips over themselves trying to get their own deal done...and then watch as China snubs their nose at them...

 

This was the last big hurdle our solars had to jump over...the suns the limit now.  I don't even consider India's complete stupidity when it comes to their supposed tariff investigations against pretty much every other country in the world as a factor...no one really wants to do business there anyways with the way they handle things...they have zero bargaining power at this point, and most of their politicians are just to dumb to realize it.

 

Great news to wake up to...thanks for the links everyone.

A lack of knowledge and original thought and a reliance on fear keeps those in power who do nothing that is right but rather what fills their re-election bank accounts.  The people will eventually awake but yes, it drives me up a wall.  The US tariffs likely stopped, or hopefully just delayed, CN manufacturers like TSL from opening plants here.  I think it was more than Solarworld, it was also done at the bidding of the polluters and their rich lobby groups.  But again, maybe this forces our hand here and we can yet become a huge demand country.

[spiritcraft]

What I am reading, companies which agree will sell at the minimum price. Not all have been covered by the deal, so you actually have to be named to the deal. I am curious if there US-listed not on the "list" on not wanting participate. Those, who outsource could sell at below price to have more demand. Those with factories like CSUN and CSIQ could beat the price too. I think being on the list is good, but having sources of productions is even better. No word on wafer and cell? Even better. I think this was always about modules. 

That is a good point.  I guess if you are not tariff susceptible, why be on the list?  I wonder though if you are on the list, if that applies only to your CN made modules?   For instance, CSIQ's Canadian made modules are tariff free, but additional CN modules from CSIQ would fall under the minimum pricing agreement for instance?  Not sure how that works.

[pg6solar]

Isn't CSIQ's current Canadian capacity is dedicated totally to the NA market and is not nearly enough to supply EU?

 

Also, if (and its a big if) CSIQ is not on the list, do they get tariffs on shipments only from China (in which case they won't ship from there) and not from Canada (in which case they would need to expend there and if so do they have money for it now?)? Only speculations as I wouldn't believe they're not on the list.  

[JulyWebb]

The details in the deal will be provided after the Commission signs off says the website for EU Trade Commission. Wafer, Cell, Time,

 

We may still get a sneak preview before then from media sources in China. 

[Pop2mollys]

Great news guys! The last overhang on sector is now lifted. Anyone holding a short position into weekend has to be chitting their pants right now. Might see a big gap up and run on Monday. Monday could be a huge day

[nanofrogfish_spf]

Isn't CSIQ's current Canadian capacity is dedicated totally to the NA market and is not nearly enough to supply EU?

 

Also, if (and its a big if) CSIQ is not on the list, do they get tariffs on shipments only from China (in which case they won't ship from there) and not from Canada (in which case they would need to expend there and if so do they have money for it now?)? Only speculations as I wouldn't believe they're not on the list.  

 

pg6, They have stated in the past that their Canadian facility was dedicated mostly to the Ontario market. The US market has been supplied primarily with Chinese modules made with non-chinese cells. But with the new factory deal with Samsung, this could free up some capacity for other markets. They could also expand their existing factory's production if needed.

 

I'm almost 100% sure they're on the EU list, and that tariffs would only apply to modules manufactured in China. Puts them in a nice position to chose where to supply from...balancing profits verse market share...imo. 

[Boss]

No news about wafer and cell prices imported to Europe??

CSUN,CSIQ and SOL (outsourcing) can sell cheaper then 0.56 Euro.

Maybe JKS will build now in Portugal??

[nanofrogfish_spf]

But with the new factory deal with Samsung, this could free up some capacity for other markets. They could also expand their existing factory's production if needed.

 

Another point I forgot about which is important moving forward...with the domestic content provision being removed in Ontario (some exceptions would still require them), this would also free up capacity as competition from module sales there increases (although local branding would still be very powerful). In fact, in the future they could sell their Chinese made modules in Ontario, while some of the modules made in Ontario could be destined for the EU...they would just have to get their costs down enough to make it work.