Jump to content
dydo

Solar News

Recommended Posts

Travis is trying to convince himself that FSLR is not that better off. FSLR CEO perhaps got worried that Trump could freak out and tariff all imports of solar product including cadmium, hence the letter including the difference.  Imagine Trumps sets the tariff on "all imports" of solar, FSLR is done.

https://finance.yahoo.com/news/why-first-solar-tariff-windfall-130000931.html

Share this post


Link to post
Share on other sites
2 hours ago, Mark said:

Running scared is the dumbest description one could make of it. FSLR has been given monopoly and American company is saying it is not right. The only difference between logistics and organization of two is material. I hope that Trump will tariff all imports including cadmium. Now the game is fair. 

  • Like 1

Share this post


Link to post
Share on other sites

US (TRUMP) is thinking of leaving Nafta.

https://www.nytimes.com/2017/10/12/business/economy/what-would-happen-if-the-us-withdrew-from-nafta.html

 

So if US withdraws from NAFTA, tariffs could revert to WTO levels.  

Article talks about what the US might pay to export goods to US & Canada, but I didn't see anything about what US would charge on imports.

It would probably be at least the export cost, otherwise this procedure wouldn't make much sense.  Those levels are 7% Mexico and 4% Canada.  If that happens, SPWR especially would be hurt & CSIQ too.  

Share this post


Link to post
Share on other sites
11 minutes ago, dydo said:

Huge news, Taiwanese three companies consolidate into one, United Renewable Energy, I wonder what Motech will do. It was biggest alone before.

https://www.pv-tech.org/news/gintech-nsp-and-solartech-to-merge-and-drop-merchant-business-model

That's a big consolidating M&A action.

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Recently Browsing   0 members

    No registered users viewing this page.



×