Supply Chain Research

Solar energy equipment manufacturer Suniva has filed a complaint about imports from all countries with the U.S. ITC. The case is unusual in using the “section 201” format which requires Presidential approval, and because Suniva filed for Chapter 11 bankruptcy on April 18. Panjiva data shows that U.S. imports of solar cells and panels have already fallen significantly. Imports in the three months to February 28 were 67% lower than a year earlier, while seaborne shipments suggest a drop of 32% in March. Should the ITC find merit, Hanwha Q-Cells may be a target given its U.S.-bound exports ...