Re: [RE-wrenches] Tariff

[Wayne Irwin]

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From: RE-wrenches <re-wrenches-boun...@lists.re-wrenches.org> on behalf of 
Steven Lawrence <lawrenceste...@gmail.com>
Sent: Thursday, November 9, 2017 9:08:11 AM
To: re-wrenches@lists.re-wrenches.org
Subject: Re: [RE-wrenches] Tariff

I figured I'd add my two cents to this.

We're seeing very limited supply from Tier 1 manufactures, and we've been
having issues for a few months now.  There are a few that have modules
currently in the US, but the pricing is about 30% higher than what we were
seeing in June.  I've heard rumors that there's a glut of modules being
stored in warehouses in the US - but all the manufacturers are acting like
there's a shortage.  But since everyone is concerned about the impending
tariff, demand has skyrocketed.  We've also heard rumors of developers
trying to buy a GigaWatt (yes, 1000MW) of modules to store to ride out the
tariff.

I imagine utility scale projects will be hit the hardest.  When you have a
$0.10/W tariff being added to a $1.00/W project, that's a 10% increase,
which means a lot of projects won't go forward.

-Steven Lawrence
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Re: [RE-wrenches] Tariff

[Steven Lawrence]

I figured I'd add my two cents to this.

We're seeing very limited supply from Tier 1 manufactures, and we've been
having issues for a few months now.  There are a few that have modules
currently in the US, but the pricing is about 30% higher than what we were
seeing in June.  I've heard rumors that there's a glut of modules being
stored in warehouses in the US - but all the manufacturers are acting like
there's a shortage.  But since everyone is concerned about the impending
tariff, demand has skyrocketed.  We've also heard rumors of developers
trying to buy a GigaWatt (yes, 1000MW) of modules to store to ride out the
tariff.

I imagine utility scale projects will be hit the hardest.  When you have a
$0.10/W tariff being added to a $1.00/W project, that's a 10% increase,
which means a lot of projects won't go forward.

-Steven Lawrence
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Re: [RE-wrenches] Tariff

[Marco Mangelsdorf]

Guys and gals.

Though I'm nor a lawyer well-versed in trade law and actions, there is the
possibility of RETROACTIVE tariffs being applied.

In Washington trade parlance this is referred to as finding "critical
circumstances," which allows the government to throw out a retroactive
dragnet on solar modules imported into the U.S. PRIOR to any
tariffs/restrictions decision.

This is what, in fact, happened to me back in 2012 during the first round
of this trade war.

Just don't be the importer of record for any purchase of modules and you
should be OK.

Caveat emptor.

Buyers beware...

marco

On Mon, Nov 6, 2017 at 6:42 AM, Starlight Solar Power Systems <
la...@starlightsolar.com> wrote:

> We normally keep about 6-8 brands/types of PV solar modules in stock. I
> tried to purchase from AEE last week but they have a policy that required
> us to buy other grid tie BOS components in order to purchase modules. They
> mentioned the “tariff shortage” Our work is all battery based systems so I
> passed.
>
> Another distributor told me I should order now if I want to get in on
> their next container delivery. I just ordered a couple pallets (Panasonic)
> from another vendor that has stock and no special policy.
>
> So, I too would like to know if a shortage is looming. Anyone?
>
> Larry Crutcher
> Starlight Solar Power Systems
>
>
> On Nov 6, 2017, at 4:05 AM, gary easton  wrote:
>
> Is anyone stocking up on modules before the 15th when  the first tariff
> gets signed?
>
>
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Re: [RE-wrenches] Tariff Challenges and Warranty Assurance

[Dave Angelini Offgrid Solar]

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  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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>>
>> List Address: RE-wrenches@lists.re-wrenches.org
>>
>> Change listserver email address & settings:
>> http://lists.re-wrenches.org/options.cgi/re-wrenches-re-wrenches.org
>>
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>> org/maillist.html
>>
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>> www.re-wrenches.org/etiquette.htm
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>> www.members.re-wrenches.org
>>
>>
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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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Re: [RE-wrenches] Tariff

[Starlight Solar Power Systems]

We normally keep about 6-8 brands/types of PV solar modules in stock. I tried 
to purchase from AEE last week but they have a policy that required us to buy 
other grid tie BOS components in order to purchase modules. They mentioned the 
“tariff shortage” Our work is all battery based systems so I passed.

Another distributor told me I should order now if I want to get in on their 
next container delivery. I just ordered a couple pallets (Panasonic) from 
another vendor that has stock and no special policy. 

So, I too would like to know if a shortage is looming. Anyone?

Larry Crutcher
Starlight Solar Power Systems


On Nov 6, 2017, at 4:05 AM, gary easton  wrote:

Is anyone stocking up on modules before the 15th when  the first tariff
gets signed?


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Re: [RE-wrenches] Tariff Challenges and Warranty Assurance

[John Blittersdorf]

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  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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Re: [RE-wrenches] Tariff

[Dave Angelini Offgrid Solar]

Not me!  The buyer pays for that stuff:)

> Is anyone stocking up on modules before the 15th when  the first tariff
> gets signed?
> --
> Sent from Gmail Mobile
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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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