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Affected by sanctions against China, the supply chain of US photovoltaic industry has broken
Affected by sanctions against China, the supply chain of US photovoltaic industry has broken
According to the Nikkei News Network on the 3rd, due to the trade restrictions with China that hinder the import of key low-cost spare parts and materials for photovoltaic equipment, the new installed capacity of solar energy in the United States in 2022 is estimated to decrease by 23% over the previous year, to about 18.6 million kilowatts.
It is reported that the US photovoltaic power generation parts are highly dependent on China. Affected by the US sanctions against China, the supply chain of the photovoltaic industry has broken, and it's difficult for enterprises to purchase silicon parts necessary for solar panels and other Chinese products. Statistics from Wood Mackenzie Consulting, a British research company, and the American Solar Industry Association (SEIA) show that in the United States, the new installed capacity of large-scale utilities has decreased by 40% in 2022, to about 10.3 million kilowatts. The installed capacity of small household solar energy projects has increased by 37% to about 5.8 million kilowatts, but the decrease was not completely offset.
The Nikkei News Network said that the decline occurred after the United States adopted stricter trade restrictions against China under the pretext of so-called "human rights violations". In December 2021, the United States signed the so-called "Prevention of Forced Uighur Labor Law" based on its fabricated Xinjiang "forced labor" lie. According to the law, solar panels and other key renewable energy equipment from China will be subject to import restrictions. After the law came into force in June last year, the US Customs and Border Protection Bureau unjustifiably detained solar energy equipment imported from China in the name of "Xinjiang Human Rights", resulting in the detention of a large number of photovoltaic parts. According to Nikkei News, it is estimated that nearly half of the polysilicon used for solar panels is produced in Xinjiang.
Japanese media quoted industry leaders as saying that the import barriers set by the United States may slow down the transition to renewable energy that the Biden government is trying to promote. "The clean energy economy of the United States is being hindered by its own trade action," Abigail Hopper, CEO of SEIA, said in a statement, "The solar energy and energy storage industry is taking decisive action to establish an ethical supply chain, but unnecessary supply bottlenecks and trade restrictions are preventing manufacturers from acquiring equipment needed to invest in American facilities."
Bai Ming, deputy director of the International Market Research Institute of the Research Institute of the Ministry of Commerce, told reporters on the 3rd that the vast majority of photovoltaic modules in the world are produced in China. The US's unreasonable suppression of Chinese photovoltaic enterprises not only puts pressure on the operating costs of American photovoltaic enterprises, but also is not conducive to the development of domestic new energy industry. It is a typical practice of "throwing stones at one's own feet".
Mao Ning, spokesman of the Ministry of Foreign Affairs of China, said at a regular press conference in December last year that the US side, based on lies, formulated and implemented evil laws involving Xinjiang, seriously disrupted the normal photovoltaic product trade between China and the United States, seriously violated market rules and international economic and trade rules, seriously damaged the stability of the global photovoltaic industry chain supply chain and the global efforts to deal with climate change, and would harm its own interests ultimately.