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Raise your hand if you want to pay tariffs on the solar panels you buy – in addition to getting tax rebates.



Photo above - The American Association for Solar Manufacturing doesn't have an official logo yet, so I asked AI to make one for them.

Who the heck is the AASMTC? And why do they want tariffs on imported solar panels? Let me guess . . . imported panels are better and less expensive. The AASMTC is the American Association for Solar Manufacturing Trade Committee. Don't blame yourself if you never heard of them. They're a brand-new coalition of US corporations. One which is dedicated to protecting us from stuff made in China. See link below.

About 90% of the worlds solar panels are made in China, it turns out. (See second link below). The top 5 solar companies are there. Geeze Louise – maybe China IS going to take over the world, and democracy is finished?

The AASMTC is group of 7 US solar panel makers. Collectively, their yearly panel production is about 2% of the world's capacity. Hence, the AASMTC wants tariffs on the 98% of panels made elsewhere. To protect themselves from irrelevance. Wait . . that can't be right. This has to be about American jobs, and energy independence, and a greener, cleaner future, right? This can't possibly be about just getting the government to build a wall to keep out migrant panels and boost corporate profits, can it?

Well, this IS an election year, so anything is possible. Gonna be a tough one for the Biden administration. Hmmm . . . we DO want more solar. Chinese panels ARE cheaper. But those 7 US companies – their workers don't appear to be unionized. What's the end game here? There aren't enough union votes involved to make a red town turn purple. And a lot of the solar manufacturers are in blue states anyway.

I'm NOT predicting the US Commerce Department and President Biden – to whom the corporate tariff petitions were sent – are going to cave on this one. I'm notoriously bad at guessing which way things move if you stir the mud. Congressional hearings? Executive Orders? Bigger solar tax rebates? A requirement that every EV sold in America have an American made solar panel for its roof? I'd vote for that one, personally. I can't understand why we're being baited to buy EVs AND solar panels, but the two inventions don't shake hands on the roof a car.

I'd love it if American solar panel makers zoomed ahead of the competition, creating hundreds of thousands of high paying jobs, and making the world a greener place. But I doubt if that will happen simply by taxing somebody else's panels. We already tax the $hit out of Japanese made pickup trucks, and the only result has been that the F150, Chevy Silverado, and Dodge Ram are approaching $80,000 sticker prices.

I'm just sayin' . . .

US solar manufacturers target China-linked imports in new plea to Biden - POLITICO

The 7 Largest Solar Panel Manufacturers in the World (2024) (theecoexperts.co.uk)
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RedBaron · M
A better question is how many people are actually buying solar panels?

The emperor actually has no clothes.
SW-User
@RedBaron
According to the Solar Energy Industries Association (SEIA), there were approximately 3.3 million households in the United States with solar panels installed as of 2022

It’s now 2024
RedBaron · M
@SW-User Obviously it’s 2024. Are you “just sayin” that or do you actually mean it?

And 3.3 million, only a fraction of whom are in the market to buy, is a small segment of a population of 324 million.
SW-User
@RedBaron And growing
RedBaron · M
@SW-User At what rate?
SW-User
@RedBaron 55% growth in 2023, 10% so far this year due to changes in energy metering and high interest rates . Projected to be much greater in 2025.
SusanInFlorida · 31-35, F
@RedBaron where i live about 10% of the detached homes do. that said, i've seen no new installations since last summer. i think tax incentives and requirements that the local utility "buy back" your excess production were the big draw. those buybacks are ending now, because daytime electric production exceeds demand.