International Trade Association (ITA), an institute belongs to the U.S. Department of Commerce, announced that they will start investigating the anti-dumping and countervailing duties on PV products from China and Taiwan. Products including Ingots, wafers, PV cells and PV modules made in Taiwan are all involved in the documents SolarWorld brought up, and this may prevent Chinese and Taiwanese makers from turning to other regions for further OEM process. International Trade Committee (ITC) will adjudicate on February 14th. Whether they judge PV products imported from China and Taiwan truly cause harm to the U.S. PV industry or not, DOC will announce the initial duties regarding anti-dumping policy on June 11th and duties for countervailing on March 28th .
EnergyTrend indicates that orders haven’t been cut substantially after China-USA solar trade war took place. ITC estimates to announce the result by the end of February. If the case is established, the US Department of Commerce (DoC) will continue to investigate regarding subsidy and product dumping. EnergyTrend projects that it’s not going to affect Taiwanese manufacturers until this March.
EnergyTrend, a research division of TrendForce, indicates that global PV demand will be around 42GW in 2014, a 17% rise compares to 2013. As China announced a series of PV and grid-connection policies, Chinese PV demand increases substantially. Chinese companies have started to shift their focus to the domestic market. “Chinese PV market is likely to be the lead in 2014 or be the first one to reach 10GW PV installations in the world,” said Jason Huang, research manager of EnergyTrend.
SolarWorld once again requested anti-dumping and countervailing investigation against Chinese modules shipped to USA. This time, the investigation will include module with third-party solar cells. EnergyTrend, a research division of TrendForce, indicates that the total amount of PV installation was 4.3GW in 2013, in which 90% (around 3GW) of modules were from China.
EnergyTrend, a research division of TrendForce, indicates that since high-efficiency wafer supply shortage remains and demand is still strong, both buyers and sellers have started to plan for February orders ahead of time. It’s projected that wafer price can reach US$1.0/piece in February. By then, Taiwanese manufacturers can be breakeven, and even turn around losses.
