Today, the Solar Energy Manufacturers for America (SEMA) Coalition testified at the Office of the U.S. Trade Representative hearing on supply chain resilience. Executive Director Michael Carr emphasized support for effective trade policy to combat against the floods of cheap Chinese solar products and ensure a level playing field for U.S. solar manufacturers. “We see a geopolitical imperative in ensuring that a cartel of state-backed Chinese-headquartered firms do not dominate this sector, notably the capital-intensive wafer and polysilicon segments of the industry, as they do today." You can read the full SEMA testimony here: https://lnkd.in/g_ju-9iv USTR's supply chain resilience homepage: https://lnkd.in/gt-G3HGH https://semacoalition.org/ #Domestic | #Solar | #Manufacturing
Will Sherman’s Post
More Relevant Posts
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An important read on the state of US solar manufacturing and the actions necessary both to preserve existing capacity and to carve out a new manufacturing leadership position.
“Thanks to the efforts of Congress and the Administration, with the Inflation Reduction Act we have an opportunity to build a sustainable, strong American supply chain for solar that will make sure our country isn’t dependent on China for this critical energy resource,” said SEMA Coalition Executive Director Mike Carr. “This report shows that if we actually want a clean energy future in this country, we will require a continuing whole-of-government effort that doesn’t allow our trading adversaries to derail the reshoring effort.” #solar #solarmanufacturing #research
Inflection Point: The State of US PV Solar Manufacturing & What’s Next — Solar Energy Manufacturers For America Coalition
semacoalition.org
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Explore the latest report from Guidehouse Insights, conducted for the Solar Energy Manufacturers for America (SEMA) Coalition, to understand how domestic onshore solar production can lead the transition to a US-centered supply chain. Good read! #solar #solarmanufacturing #WeAreRECSilicon
“Thanks to the efforts of Congress and the Administration, with the Inflation Reduction Act we have an opportunity to build a sustainable, strong American supply chain for solar that will make sure our country isn’t dependent on China for this critical energy resource,” said SEMA Coalition Executive Director Mike Carr. “This report shows that if we actually want a clean energy future in this country, we will require a continuing whole-of-government effort that doesn’t allow our trading adversaries to derail the reshoring effort.” #solar #solarmanufacturing #research
Inflection Point: The State of US PV Solar Manufacturing & What’s Next — Solar Energy Manufacturers For America Coalition
semacoalition.org
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First panel at The Australian Energy Nation Forum Saul Griffith Anna Collyer Australian Energy Market Commission (AEMC) Adam Watson APA Group Craig Stallan Lumea Transmission on track for the 2030 requirements. Are we compensating communities for distribution with transmission lines? The debate turns to electrifying everything being anti inflation. 90% of gas consumed in Aus is by industry. China committed to a transition away from gas as they didn’t want to be reliant on imports - leading to building the solar industries and energy technologies
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IRA one year on: 5 impacts on storage... Twelve months on from the introduction of the US Inflation Reduction Act, energy storage manufacturing is booming, but slow implementation of the law is delaying some projects. - Storage manufacturing booming 12 months after Inflation Reduction Act introduced - IRA teething problems delaying some projects but storage installations rapidly increasing overall - Standalone storage becoming more popular than hybrid schemes, evidence suggests By Ben Cook To read the article in full, click here: https://hubs.la/Q021j8g80 #energystorage #batterystorage #ira #inflationreductionact #wind #solar #hydrogen #greenhydrogen #manufacturing #arizona #georgia #southcarolina #tennessee #usa #tax #taxequity American Clean Power Association (ACP) Solar Energy Industries Association American Bar Association Troutman Pepper Global Infrastructure Partners Eolian SUSI Partners
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More than $140 billion has been announced for the manufacturing of clean energy technologies, electric vehicles, and batteries since President Biden signed the Inflation Reduction Act into law. The latest guidance from the Treasury Department will specifically incentivize domestic clean energy production, including blades for wind turbines, wafers for solar panels, and critical minerals. As clean energy manufacturing expands in the US, so will American jobs in clean energy. https://hubs.ly/Q02ddY2B0
Treasury releases guidance on IRA clean energy tax credits
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Great summary of the current PV Solar manufacturing landscape in the US from Solar Energy Manufacturers for America (SEMA) Coalition... where opportunities exist, risks posed by misaligned foreign trade policy and the need for public/private sector cooperation to succesfully transition to a US-based supply chain. Long road ahead but the future of clean energy independence in the US remains bright!
Inflection Point: The State of US PV Solar Manufacturing & What’s Next — Solar Energy Manufacturers For America Coalition
semacoalition.org
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Energy transition evangelist, third generation Rotarian, orchid and tideland enthusiast. AFHEA Fellow - Indigenous Knowledges
An important step in the right direction
Today AEMO has published the draft Integrated System Plan, a roadmap for Australia’s National Electricity Market (NEM). The report follows 18 months of deep collaboration with industry, governments and consumer representatives, and outlines the investment needed to best manage the retirement of coal fired power stations so that homes and businesses can continue to have access to reliable and affordable electricity. It also sees the continued decarbonisation of the grid, which will help underpin Australia's transition to a net zero economy. This draft ISP shows that the lowest‐cost pathway for secure and reliable electricity is from renewable energy, connected by transmission, supported by batteries and pumped hydro, and backed up by gas powered generation. Coal power stations are retiring quickly, and there is an urgent need to deliver planned investments. I encourage you to read the plan: bit.ly/3RpuzyJ
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Main take-aways from JRC paper related to european electricity markets : - Gas based power plants (generating 19% of electricity) sets market power price (about 55% of the time) ; - Rising interconnection leads to greater price stability (but also higher power prices for exporting countries) ; - Increasing renewable production will not drive down rapidly market power prices. As a conclusion, JRC mentions contracts for difference as a solution to ensure investments in production capacities and to protect consumers from high price and volatility. https://lnkd.in/e3_HCBNb
The Merit Order and Price-Setting Dynamics in European Electricity Markets
publications.jrc.ec.europa.eu
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The UK Government’s Department for Business and Trade (DBT) has launched the British Industry Supercharger, an initiative aimed at reducing electricity costs for energy-intensive industries. Eligible businesses will benefit from exemptions from certain costs linked to renewable electricity policies and network charges, offering savings of up to £410 million a year for energy-intensive industries. You can learn more by reading this month’s edition of Bryt Insight, here: https://lnkd.in/emjF9EjR #BrytInsight #BritishIndustrySupercharger #EIIs #EnergyIntensiveIndustries
Bryt Insight May 2024 - brytenergy
brytenergy.co.uk
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Today AEMO has published the draft Integrated System Plan, a roadmap for Australia’s National Electricity Market (NEM). The report follows 18 months of deep collaboration with industry, governments and consumer representatives, and outlines the investment needed to best manage the retirement of coal fired power stations so that homes and businesses can continue to have access to reliable and affordable electricity. It also sees the continued decarbonisation of the grid, which will help underpin Australia's transition to a net zero economy. This draft ISP shows that the lowest‐cost pathway for secure and reliable electricity is from renewable energy, connected by transmission, supported by batteries and pumped hydro, and backed up by gas powered generation. Coal power stations are retiring quickly, and there is an urgent need to deliver planned investments. I encourage you to read the plan: bit.ly/3RpuzyJ
