“Based on this analysis, the … tariff will not materially affect pricing in the U.S. market,” GTM researchers reported in July, citing the Chinese companies’ ability to send raw materials to Taiwan to be manufactured, a process known as “tolling.” “Though tolling cells through Taiwan does impose a slight cost increase on manufacturers, it does not prohibit them from pricing modules well below their domestic competitors.”
Nonetheless, SolarWorld has continued to push forward – and players in the solar sector that oppose duties, especially installers, have continued to fight the company at every turn. In the U.S., the case against duties on Chinese imports has been made by the Coalition for Affordable Solar Energy.
“As a result of SolarWorld’s actions, the Chinese government is now pursuing a trade case against U.S. manufacturers of polysilicon, with additional rumblings in other countries like India placing US jobs and capital investments at risk,” CASE president Jigar Shah said in a statement today. “The last thing the U.S. and European solar industries need is the further escalation of a trade war in which there will be no winners. A solar trade war is bad for the American solar industry, bad for American jobs, bad for American consumers and bad for the global environment.”