美国太阳能供应链存在严重缺口.pdf

1、PV CELL TECHTHOMAS BELINE,PARTNER,CASSIDY LEVY KENT(USA)OCTOBER 8,mobile:412-216-4477ITS THE HOPE THAT KILLS YOUCSIS,in 2023,said the cost of Chinese solar panels fell by 42 percent“due to a combination of state support,real innovation,and overproduction,making them 44 percent cheaper than US-made p

2、anels”At the end of 2023,Chinese panel capacity was over 1 terawatt,yet according to Woodmac“the world installed 417 GW of solar generation in 2023.”The secretary general of the European Solar Manufacturing Council explained that“This pricing pressure stems from Chinas subsidies of renewable industr

3、ies for over a decade.Meaning that the capacity build-up in China has not been propelled by global demand but rather by an opportunities logic.”2Can the U.S.develop a nimble industrial policy?THE U.S.SOLAR SUPPLY CHAIN HAS SERIOUS GAPS3AS INPUT PRICES CONTINUE TO DECLINE4GOVERNMENT POLICIES TO RE-SH

4、ORE THE SUPPLY CHAINAs prices continue declining,ROI is threatened;this stifles reshoring of the solar supply chainPrice support mechanisms:Government-backed offtake agreements in place before manufacturing operations beginIf prices erode,government pays difference(like U.S.Agriculture programs)Prov

5、ides lenders and investors with certainty years down the roadPurchases from government entities at tiered prices based on domestic contentRamps up price from government entities tied to use of domestic content across systemImposition of global import price floors to avoid continued price erosion acr

6、oss all parts of the supply chainProvides price certainty in U.S.market and removes volatility from overcapacity and subsidiesCarbon adjustment mechanism:Offsets carbon intensive production through global price adjustment(not duty)imposed at the borderAccounts for difference in electricity usage to