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Major solar panel plant opens in US amid backdrop of industry worries about imports_我的网站

A |     本篇评级为★★★，主要围绕以下内容展开：                    1、美伊"真谈"还是"假谈"？从几个细节找答案          2、全球股市进入反弹期，哪些方向潜力最大？                    如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。                   1、美伊"真谈"还是"假谈"？从几个细节找答案          全球市场正在经历一场明显的微型反弹，引爆这场反弹的是来自中东停战的可能性。    A South Korean company has begun production at a huge new solar panel factory in Georgia even as industry leaders say surging Asian imports could dampen efforts to make more solar components in the United States.Qcells, a unit of South Korea’s Hanwha Group, said Wednesday that it can now turn out enough solar panels to generate 5.1 gigawatts of power yearly at a two-factory complex in the northwest Georgia city of Dalton. That's almost 40% of U.S. solar panel capacity, according to figures from the Solar Energy Industries Association. Qcells' opened its first factory in 2019 and an even larger plant in phases since, what the company describes as the largest solar investment in American history. “It’s another milestone as we as a company really strive to become a global leader and a U.S. leader in solar manufacturing," said Scott Moskowitz, Qcells head of market strategy and public affairs, speaking with The Associated Press after a plant tour Monday.The company says its new plant is the first solar module factory in the U.S. to begin production since passage of President Joe Biden’s signature climate legislation. Qcells' $208 million investment again shows how federal incentives are spurring a nationwide boom in renewable energy and electric vehicles.Industry jitters about a flood of cheap solar panels from overseas show how dependent on federal policy the solar industry remains. That's a threat in part because former President Donald Trump, the frontrunner for the 2024 Republican nomination, is hostile to renewable energy.Qcells leaders say the new plant showcases more efficient equipment and processes, part of a much larger investment intended to bring key steps in solar manufacturing to the U.S. A solar panel, or module, is assembled from solar cells most commonly made from wafers cut from ingots of polysilicon. Today, the company's solar cells are imported from Asia. But 30 miles (50 kilometers) south of Dalton in Cartersville, Qcells is building a $2.3 billion complex to take polysilicon refined in Washington state and make ingots, wafers and solar cells — in addition to 3.3 gigawatts of solar modules. That plant is scheduled to open in phases starting next year.Currently, no silicon ingots or wafers are made in the U.S. But Biden's Inflation Reduction Act, besides offering a extra tax credit on American-made solar equipment, lets manufacturers earn incentives for every unit of polysilicon they refine and every wafer, cell and module they make. For example, Qcells earns a tax credit of 7 cents per watt for every panel it makes in Dalton, or $34.30 for every 490-watt residential panel made.Even with that boost, solar industry leaders warn, factories will struggle to compete with a new spike in cheap Asian imports. They're again urging federal officials to investigate whether solar panels are being dumped at unfairly low prices. Previous investigations have led to anti-dumping tariffs on panels made in China and Taiwan.U.S. officials shouldn't regard the spike as a normal market fluctuation, said Mike Carr, executive director of the Solar Energy Manufacturers for America Coalition, a group that includes Qcells. He argues Chinese component makers are pushing out cheap modules from southeast Asian factories, tanking panel prices to ensure Chinese dominance and smother U.S. manufacturing.“This is likely to be the No. 1 new energy source in the 21st century," Carr said. "It’s already cheaper than pretty much anything else to install. It is the path to meeting our climate goals. So I think it becomes a real national security kind of concern. The way OPEC is in oil markets, we don’t want to allow China to become that same controller of supply in solar.”Qcells sees current low prices as a “near-term challenge" in achieving economies of scale and serving a long-term market, Moskowitz said. Beyond trade policy, he said, requiring federal agencies to buy American-made products and promoting panels produced with fewer carbon emissions could bolster Qcells.Politics envelops the solar industry. Vice President Kamala Harris visited the plant earlier this year. At the state level, Republican Gov. Brian Kemp has wrestled with Democratic U.S. Sen. Jon Ossoff over political credit for electric vehicle and renewable energy investments flowing to Georgia. “Out of all the places Qcells could have gone, they chose to operate and expand here in Georgia because of our unrivaled assets and the competitive package we put together,” Kemp said in a statement.Ossoff and fellow Georgia Democratic Sen. Raphael Warnock note they authored the component incentives that benefit Qcells, emphasizing federal policy. “Our state is emerging as the advanced energy capital of the nation, thanks to federal infrastructure and manufacturing policies that are benefiting Georgia more than any other state,” Ossoff said in a statement.Qcells, for its part, praises both state and federal assistance.“To build these markets up and to have them work, you need a whole government approach," Moskowitz said.。在过去的24个小时，我们看到备受关注的美国和伊朗的这场冲突出现了很多新的进展，当然也会让很多朋友觉得还有烟雾弹，这个事情并没有尘埃落定。我们一起来看一看各个利益方大家都伸出了哪些橄榄枝，谈判的可能性到底有多大，资本市场是不是可以短期长出一口气？                    首先我们看一下美国方面。特朗普是正式向伊朗方面拿出来了一个15点谈判框架协议，他也亲自表态说可能已经相当接近达成协议，甚至主动提议要停火一个月的时间专门用来谈判。这个是美国方面，橄榄枝是非常明显的。诡异的是伊朗这边却仍然是在骂街的状态。据权威媒体的报道，伊朗的革命卫队官方表态说，特朗普现在显然是把自己的失败包装成了协议，甚至是带有一点讽刺性质地说"特朗普你被开除了"。这么强硬的态度是不是意味着大家根本没有办法坐在谈判桌的两端，是不是意味着这个谈判桌根本就是美国方面的一厢情愿，这个谈判最终是没有办法往下推进的？                    本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。

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