It is more than the tariff. I think it is reality! --Dave

http://buffalonews.com/2017/11/06/robinson-at-teslas-solar-panel-factory-a-new-reality-sets-in/

Dave Angelini Offgrid Solar
"we go where powerlines don't"
http://members.sti.net/offgridsolar/
e-mail  offgridso...@sti.net
text 209 813 0060



> Have to remember that the module prices may go up but the BOS equipment
> and
> labor will stay roughly the same.  So the increase is only on part of the
> project cost.  The tax credit is on the whole project.  Of course being a
> SW fan,  I just hope SolarWorld can keep up with demand.
>
> On Mon, Nov 6, 2017 at 9:49 AM, Tom Lane <t...@ecs-solar.com> wrote:
>
>>  The reports or  news I have heard is THAT PRICES will go up for
>> residential and small commercial projects by at least 10 cents minimum
>> per
>> watt and maybe even higher wiping out the 30% credit , but not much for
>> large utilities projects . Paula Mints in her videos predicting analysts
>> is
>> almost always I ll  spot on . I wonder if the tariff which is now going
>> to
>> Trumps desk will  be backdated to apply to major importers and even
>> distribution stock ?  My suggestion if you have available cash to buy
>> all
>> the modules you can from companies on the Stock Market like Hyundai , LG
>> ,
>> Panasonic , etc that have more than one iron in the fire . If there is a
>> minimum price tariff of .78 cents a watt on imported cells  and modules
>> it
>> will be bloody like 1986 ! At the end of the year you need to buy all
>> the
>> inventory you can anyway for tax purposes. The President is off in Asia
>> but
>> will probably sign off on ??? after he gets back before December. Any
>> real
>> ideas on how this will effect pricing as to modules already in the
>> supply
>>  chain down to the disruption to distributors would be nice to  know off
>> from other products that this happened to effect I.E.an example. At this
>> time of year due to taxes you can hardly lose by buying modules, because
>> from what I see only SolarWorld may not be effected . No one seems to
>> know
>> but THE PRICES are going up to residential customers and small
>> commercial
>> including those 12 and 24 volt modules that almost all come 99% from
>> overseas . Hope it is a small headwind and not a cyclone to push against
>> but it was s obvious that SEIA lost this battle to stop the price
>> increase
>> . Real important is to act before the tariff can effect your future
>> customers. Gator Tom
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Dave Angelini Offgrid Solar
"we go where powerlines don't"
http://members.sti.net/offgridsolar/
e-mail  offgridso...@sti.net
text 209 813 0060

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