Tag Archives: Brad Thompson

The Coming EV Revolution

This post was co-authored by Brad Thompson and Nicole Candelori.

“Disruption” is a term that tends to be used casually when attempting to describe an industry or technological change on the horizon. Although the term may be overused in many contexts, it is hard to formulate a better word to describe the looming disruption that is certain to emanate from the increased adoption of electric vehicles (EVs).

There are numerous projections as to the anticipated volume and rate of movement away from internal combustion engines (ICEs) and towards EVs. According to one of those projections – a 2018 Bloomberg New Energy Finance report – global EV sales are expected to increase almost tenfold in just eight years: from 1.1 million in 2017 to 11 million in 2025, and later to 30 million in 2030. [1] Regardless of whether this forecast proves to be accurate on the timeline predicted, one trend line is undeniable: EVs are coming, and at some point relatively soon, the ICE will soon become a dying breed of vehicle transportation on the road. Continue reading The Coming EV Revolution

Solar Panel Trade Case Concludes with Tariff Announcement

This post was co-authored by Brad Thompson and Justus Getty.

  • The Suniva / SolarWorld trade case concluded this week with the announcement of import relief to domestic solar panel manufacturers in the form of tariffs to be applied to solar panel imports.
  • The decision, which was heavily contested by stakeholders in the solar industry, was somewhat of a mixed bag for all sides: although some tariffs were imposed, the tariffs did not go as far as Suniva and SolarWorld had requested.

Continue reading Solar Panel Trade Case Concludes with Tariff Announcement

Trump Administration Set to Decide Suniva’s Solar Panel ITC Trade Case

This post was co-authored by Brad Thompson and Justus Getty.

  • It is anticipated that by no later than the end of January 2018 the Trump administration will decide what, if any, import relief will be granted to the domestic solar panel manufacturing industry.
  • Suniva petitioned the U.S. International Trade Commission (ITC) for import relief in May 2017, claiming domestic solar panel manufacturers have been seriously injured by increased solar panel imports.
  • The four ITC Commissioners unanimously agreed on September 22, 2017, that imported solar panels have caused “serious injury” to domestic manufacturers, and have now made varying remedy proposals to President Trump for his approval.
  • The potential impact on the domestic solar industry could be significant or relatively minor; however, the mere uncertainty around what the Trump administration might do has caused a “spike” in demand for solar panels as companies have stockpiled panels ahead of a potential imposition of tariffs or quotas on solar panel imports.

A widely followed trade case is set to reach its conclusion by the end of January, 2018, with an announcement from the Trump administration of what, if any, actions will be taken to protect the U.S. domestic solar panel industry. The administration has received recommendations from the U.S. International Trade Commission (ITC), triggering a two-month window for the President to take action. (The administration also could act earlier or grant itself additional time to hand down a final decision). The case was originally brought before the ITC this past May by domestic solar panel manufacturers Suniva, Inc., who was then joined by SolarWorld Americas Inc. in the case. Continue reading Trump Administration Set to Decide Suniva’s Solar Panel ITC Trade Case