Supply Chain Research

American trade policy intervention in the renewable energy industry has so far focused on the solar power industry. Yet, imports of wind-power equipment by sea have surged 22% higher in the 12 months to April 30. That comes against the backdrop of a 17% annualized rise in installed capacity in the four years to December 2017, with growth expected by S&P Global Market Intelligence to slow to 13% in 2018. That may lead to calls from U.S. manufacturers including GE for intervention. The proposed section 301 duties from the Trump administration against China already include wind power equipm...