New Hampshire, USA -- With solar trade tensions still high between the US and China, now there's another front in the competitive global solar marketplace -- the U.S. has formally filed a complaint with the World Trade Organization over portions of India's National Solar Mission that spell out domestic content requirements.
India has long been seen as the next major market for solar, and its government aims to add roughly 20 gigawatts (GW) of grid-tied solar energy in the next decade. That plan also included domestic content stipulations for solar cells and panels, initially excluding thin-film technologies (a big help to First Solar) but new proposals would close that loop.
Domestic content requirements are already under scrutiny, with the WTO ruling against such rules in Ontario. Some argue that there is middle ground for supporting solar at a national level without closing the borders. Others claim that India should become an active investor in solar technologies to help walk the "knife's edge"between manufacturers and developers. With India standing as one of the biggest market potentials for solar energy -- and thus solar industry supply-chain members -- this promises to be another heated debate.
Meanwhile, things are heating up again between the U.S. and China. The SolarWorld-led Coalition for American Solar Manufacturers (CASM) is now appealing last year's ruling that levied tariffs on Chinese suppliers, seeking to revisit the lower duty rates applied to several companies, as well as add criteria for cells imported to and assembled in China, and aluminum extrusions and rolled glass. European glass companies have filed their own antidumping complaint against Chinese rivals.
There are more than 10 solar trade disputes now ongoing at both a domestic and international level, notes Solarbuzz senior analyst Michael Barker. Their outcomes, he says, could "dramatically change the solar PV industry supply-chain, potentially creating separate zones in terms of supply and demand -- a risky prospect within an industry already struggling to reach supply/demand rationalization."
IN THE NEWS
Australian Wind Energy: Now Cheaper Than Coal and Gas: Wind is now cheaper than fossil fuels in producing electricity in Australia, the world's biggest coal exporter, according to data compiled by Bloomberg. Electricity from a new wind farm can be supplied at A$80 (US $84) per megawatt hour (MWh), compared with A$143/MWh from a new coal-fired power plant or A$116 from a new station powered by natural gas, including the cost of carbon emissions, according to Bloomberg New Energy Finance. Older, 1970s/80s-era coal-fired power plants can still produce power at lower than the cost of wind, they note.
Taiwan's solar cell output exceeds 5.5 GW: Taiwan's solar PV cell manufacturers shipped a record of nearly 5.5 GW in 2012, a 67 percent increase from 2011. EnergyTrend (a division of market research firm TrendForce) projects more record shipments in 2013 due to trade rulings affecting China and a surge in Japan's PV market.
Conergy Wins 31.5-Megawatt Solar Power Plant Orders in Thailand: Conergy will develop, supply and install three 10.5- megawatt plants in two provinces in western Thailand for a unit of Thai Solar Energy Company Ltd. The German company wants to increase its 10-percent share of Thailand's solar market.
Panasonic sets mark with 24.7-percent efficient solar cell: Panasonic has built a solar cell with record-setting 24.7 percent conversion efficiency, confirmed by Japan's National Institute of Advanced Industrial Science and Technology (AIST), the Nikkei reports [subscription required]. The company's commercially available solar cells offer 21.6 percent efficiency.
Japanese firm eyes ocean energy plant in Marshall Islands: Venture firm GEC Co. is proposing what would be the world's first commercial power plant to make electricity using temperature differences in seawater. The company is eyeing a 10-MW system online by 2017, seen as a better option for island regions near the equator lacking the land for solar projects and with insufficient winds for power generation.
ON THE HORIZON
Hydro Tasmania Plans Remote Power Projects, Broader China Links: Hydro Tasmania is considering developing renewable energy projects outside Australia's island state to supply power to remote non-grid-connected areas, as the company looks to expand its partnership with a unit of China's Shenhua Group Corp. Mining companies in particular are attractive targets in remote area power supply, according to company CEO Roy Adair.
Japan Banks Ante Up to $19 Billion Solar Market: Japan's biggest banks are following Goldman Sachs into domestic solar-power projects, anticipating an eightfold increase for investments in the industry over the next three years. Thanks to its aggressive subsidy program (which is currently being reevaluated), Japan is expected to become the third-largest global market for solar power in 2013, behind China and either the U.S. or Italy.
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