logo
episode-header-image
Jun 2017
34m 46s

Suniva Trade Case: A Doomsday Scenario f...

Wood Mackenzie
About this episode
Here we go again. America's solar industry is in the midst of yet another trade dispute. In late May, the U.S. government officially accepted Suniva's request to review the impact of imported cells and modules on domestic solar manufacturers. If trade officials request tariffs and minimum prices at the levels suggested by Suniva, it could set industry equipm ... Show More
Up next
Aug 11
The inverter security turn: How Europe and the US are redrawing solar procurement around Chinese hardware
Solar demand remains strong, storage is scaling fast, and inverter technology is becoming more central to how modern power systems actually function. But the conversation around inverters is no longer just about efficiency, bankability, or price. As these devices take on more int ... Show More
38m 44s
Jul 28
Why biomining might finally work: How Endolith is using microbes and data to unlock more copper from low-grade ore
Copper is moving from background commodity to frontline constraint. Demand is rising fast, high-grade deposits are getting harder to find, and the lead times for bringing new supply online remain brutally long. That matters not just for renewables and electrification, but for the ... Show More
35m 56s
Jul 14
Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance
Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. But the industry’s center of gravity is shifting. The conversation is no longer ju ... Show More
45m 41s
Recommended Episodes
Aug 2017
Did Steve Bannon Hint at a Solar Trade War?
White House Chief Strategist Steve Bannon (unwittingly) gave an interview this week, saying America is locked in "an economic war with China." Bannon mentioned arcane sections of the 1974 Trade Act to penalize China for alleged steel and aluminum dumping. Could solar be on the li ... Show More
44m 37s
Mar 2014
Anatomy of a Solar Power Boom: Can the Industry Keep it Going?
As expected, 2013 was yet another record year for solar in the U.S. With 5.1 gigawatts of PV and CSP coming online, the solar industry was the second largest provider of electricity capacity behind natural gas. But how long will it continue? With a tax credit expiration looming, ... Show More
43m 9s
Jul 2025
The Uncertain Future of Renewable Energy
After the passage of President Trump’s “Big Beautiful Bill,” renewable energy companies are bracing for more challenging times. The law is set to end Biden-era subsidies for clean energy, with the Congressional Budget Office estimating that the industry could lose half a trillion ... Show More
17m 52s
May 2016
The Solar Coaster: Troubles at Yingli Solar and the Flatlining Global PV Market
This year, GTM Research is forecasting that 66 gigawatts of PV capacity will be installed around the world -- a 21 percent increase over last year. But next year, capacity will only expand by 4 percent. In fact, without some of the top markets like India, America and China, the g ... Show More
52m 44s
Mar 2025
Tariff War Escalates
Canada, Mexico, and China are hitting back as US tariffs go into effect. How could a trade war impact your bottom line? Plus, President Trump says he'll tell it like it is during tonight's big speech to Congress. We talk to a top Trump adviser about his message to Americans. And ... Show More
45m 52s
Apr 2024
US Energy: The Minerals and Materials at Risk
<p>With global temperatures rising and an increasing urgency to speed progress on the energy transition, our Head of Sustainability Equity Research examines the key materials needed—and the risks of disruption from US-China trade tensions.</p><p><br></p><p>----- Transcript -----< ... Show More
4m 5s
Jul 2023
India’s solar module manufacturing ambitions
<p>Last week, the Finance Ministry called for a <a href="https://www.moneycontrol.com/news/business/economy/finance-ministry-calls-for-meet-on-july-18-on-financing-issues-of-solar-module-manufacturers-10979871.html">meeting</a> to discuss the financing issues plaguing domestic so ... Show More
5m 36s
Dec 2022
Commerce names companies evading China solar tariffs
On Friday, the Commerce Department said four Chinese solar companies were routing products through Southeast Asian countries in order to evade tariffs. The investigation has worried solar companies in the U.S. that fear they won’t get the imported panels they need for their proje ... Show More
8m 28s
Feb 2019
It’s bean difficult: the China-America trade war
As President Donald Trump delays further tariffs on $200bn-worth of Chinese goods, there are hints of an end to the trade war. We assess the damage already done by looking at the global soyabean market. Countries around the world are struggling with the ethics and security concer ... Show More
23m 22s