28 replies to this topic

[odyd]

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.

 

This is what I wrote in my article few weeks ago.  Canadian modules to EU, Chinese to Canada, send some Malaysian bought cells to Canada, and sell to it the US NAFTA free. 

[pg6solar]

OK, I see now that Canadian after all does have capacity to send to EU from Canada. IMHO that would be advantageous only if tariffs were implemented (please, read on).  

 

However, and its only speculation on my part, there must be some arrangements between US listed CN solars as part of the "final solution". Why would TSL or YGE sit on their hands all this time hoping that original tariffs will not happen due to a negotiated solution for a minimum price (say .56 euros until its official) while their peers CSIQ, JKS, JASO, SOL and HSOL(thru Qcell) can undercut them on price anyway due to factories elsewhere or OEM arrangements? IMO the reason TSL was sitting on all that cash (and not setting up elsewhere) was due to their believe that above somehow will be avoided (them been undercut).

 

If what I suspect and hopefully explained above is true than TSL and YGE look like short term winners. Otherwise they're both short term in trouble as they're behind the curve.    

[odyd]

I will continue this discussion on global tariff forum 

[Pop2mollys]

Now there is clarity in Europe this opens up the door for raised guidance in the next 1-2 weeks not only for Q but full year.

Let's not forget the "2" in the 1-2 punch which is about to crush shorts. The second blow to shorts is china dropping new subsidies which they said they would do once they reached agreement with EU.

[Pop2mollys]

“Reaching a consensus is positive and has a quite good outcome”, Lian Rui, an analyst at NPD Solarbuzz in Beijing said today by phone. “The price is more beneficial for Chinese solar-component manufacturers than higher duties.”

http://mobile.bloomb...pment-deal.html

[photon]

Branding? Not yet, but very soon. They (the sector) and no just the CN, doesn't mean much yet, but soon. Don't kid yourself. How does a FSLR module hold up to CN competition?

[Solstice]

Guys, how do you expect the markets to react on Monday?

[Pop2mollys]

Out of 140 Chinese solar panel exporters, 50 refused to accept the European Commission’s minimum price, industry executives said. That means they can either not sell the panels in Europe, or do so and incur the prohibitive 47.6 percent tariff that Mr. De Gucht has set.


http://www.nytimes.c...?pagewanted=all

[Pop2mollys]

This is exactly what we want...

"The official Xinhua news agency quoted unnamed industry officials as saying that competition among Chinese companies would intensify, with smaller producers likely to lose out."
http://www.ft.com/in...l#axzz2aMgJLye1