For the las six months, the solar industry has been under a shroud of confusion and uncertainty with regard to a handful of policies that are affecting all of us. Whether you have felt it yet or not, the WRO (Withhold Release Order) has slowly crept into the solar industry consciousness and is impacting everything from project equipment and project delivery timelines to supply chain and equipment pricing. As much of the news is coming through the filter of international media and is targeted toward the ever-growing trade battle between the US and Southeast Asia, chiefly China, it's often difficult to discern exactly what the WRO and other policies (both in the Biden administration and abroad) could mean for your business and our industry at large.
To help sift the wheat from the shaft and give you front lines insight into how this can effect your business and what you can do about it, I've brought Andy Klump, CEO of Clean Energy Associates, to the show today for his fourth appearance because Andy is, in my view, one the of the world's chief experts on US - China solar trade, both from a policy perspective and a delivery/logistics quality perspective. Andy has been in the industry for 20 years and he's seen a lot of cycles. Andy and I talk about how this is similar to and different from past trade cycles, like the Anti-Dumping and Countervailing Duties or AD/CVD. Andy has keen insight on the impacts on pricing, timelines on logistics log jams and when they might ease up, and whether or not the underlying arguments of the existing WRO actually holds water. We also contemplate whether this is necessarily fair that the solar industry is receiving the brunt of this trade policy, considering we are not the only industry that utilizes products coming from SE Asia and in particular, the areas that are under inspection in China, with the current WRO rulings.
Andy provides his thoughts on how, where and IF the Biden administration might provide relief to this ever more troublesome situation. If you've been wondering how this will effect you, you want to listen to this today's episode. It's a timely look at how international trade policy directly effects our industry and your livelihood.
Head over to the blog where we've got tons of links, articles and interviews about the topic.
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