Supply Chain Research

The Biden administration’s latest crackdown on the alleged use of forced labor in the Xinjiang region of China has captured chemicals and solar power firms including Hoshine Silicon Industry and a subsidiary of GCL Poly. Putting aside the politics, the impact on solar power supply chains may be minor in the near-term. Panjiva’s data shows there were just 133 seaborne import shipments to the U.S. linked to Hoshine in the Jan. 1, 2018 – June 20, 2021 period focused on a fabric treatment product. There may be a larger issue for solar panel makers in China if project developers decide to be ...