In a recent research note from the Intersolar North America trade show, Deutsche Bank Research Analyst Vishal Shah predicts a combination of rising capacity from Chinese suppliers, coupled with a slow-down of U.S. demand. Shah states that "most" tier 1 and tier 2 Chinese PV module suppliers are adding an average of 500 MW of incremental annual module capacity in Southeast Asia in order to avoid paying tariffs on U.S. modules, and notes that Talesun alone brought on 800 MW alone in June in Thailand. The result will be "at least" 4-5 GW of new tariff-free capacity to supply the U.S. market in the second half of ...Den vollständigen Artikel lesen ...