Biden Rau Usher Hauv Suav Pheej Yig Vaj Huam Sib Luag Nrog Hnub Ci Lub Hwj Chim Ua Haujlwm

Muaj kev sib xyaw ua ke nag hmo rau Thawj Tswj Hwm Joe Biden txoj kev txav mus los los tsim kev ncua ob xyoos ntawm kev txiav txim siab ntxiv tariffs thiab lub luag haujlwm ntawm cov khoom siv hluav taws xob hauv Suav teb. Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tau tshawb xyuas cov lus iab liam ntawm kev pov tseg thiab kev ua haujlwm qhev los ntawm Tuam Tshoj cov tuam txhab. Cov thawj coj tau txiav txim siab nws txoj kev tsim ob xyoos "chaw ruaj ntseg" rau Suav vaj huam sib luag ua "choj" los pab txhawb kev tsim kho ntawm US solar power project.

Lawm, cov tuam txhab Asmeskas tsis zoo siab tias tus thawj tswj hwm tau coj mus rau hauv kev sib tw tsis xav tau los ntawm cov neeg tsis txaus siab. California-based Auxin Solar thuam Biden rau kev cuam tshuam nrog Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam ntawm cov txheej txheem "quasi-judicial". Thaum Arizona-based First SolarFSLR
hais tias Biden qhov kev txav mus los ua rau muaj kev cuam tshuam rau kev lag luam photovoltaic vaj huam sib luag. Raws li Thawj Tswj Hwm Solar Samantha Sloan, Biden qhov kev txav mus los "xa cov lus hais tias cov tuam txhab tuaj yeem hla txoj cai Asmeskas thiab tsoomfwv Meskas yuav cia lawv khiav tawm mus." Qhov kev txav mus los yog "kev siv tsis zoo ntawm cov neeg them se nyiaj," uas "tso qis ntawm txoj cai kev lag luam hnub ci ruaj khov," sau Sloan hauv ib nqe lus. "Yog tias cov thawj coj tau sab laj nrog Asmeskas cov tuam txhab hnub ci, lawv yuav paub ntau npaum li cas."

Biden nrhiav kom sib npaug qhov cuam tshuam rau cov nyiam Thawj Hnub Ci los ntawm kev siv nws lub hwj chim thaum muaj xwm txheej ceev los thov Txoj Cai Tiv Thaiv Kev Tiv Thaiv Kev Txhawb Nqa hauv kev tsim khoom hauv tsev tsis yog hnub ci xwb, tab sis kuj tseem siv hluav taws xob cua sov twj tso kua mis (los pab hloov lub cub tawg roj thiab roj) xws li zoo li electrolyzers (ua hydrogen) thiab platinum pab pawg hlau yuav tsum tau rau emissions tswj thiab catalytic converters.

Lawm, cov tuam txhab kev teeb tsa hnub ci tsis mloog. Lawv xav woo cov neeg siv khoom tshiab nrog pheej yig dua, ntau dua panels. John Berger, CEO ntawm kev lag luam pej xeem Sunnova, tau qhuas txog qhov kev txav no. Berger tau hais hauv kev sib tham hauv xov tooj tias "Kev ncua sijhawm ob xyoos yog ib kauj ruam zoo nyob rau hauv txoj kev yog," "Cov nqi se tsis yog tsuas yog ua rau Asmeskas kev lag luam thiab cov neeg siv khoom txaus siab xwb, lawv tseem cuam tshuam kev tsim kho tshiab thiab kev sib tw hauv kev ua lag luam." Berger hais tias Sunnova thiab nws cov neeg koom tes ua raws li kev mob siab rau ntawm Suav cov neeg muag khoom kom ntseeg tau tias lawv cov vaj huam sib luag lossis cov khoom tsis yog ua nrog Uighur qhev ua haujlwm los ntawm Tuam Tshoj cheeb tsam Xinjiang. "Peb tsis xav tau dab tsi peb yuav tsis txaus siab rau nruab. Kev lag luam hnub ci tau ua ntau dua li lwm yam kom paub tseeb tias peb tshuaj ntsuam qhov teeb meem. " Berger hais tias nws xav pom kev pab ntxiv nyob rau hauv daim ntawv ntawm kev rov ua dua tshiab ntawm tsoomfwv cov peev nyiaj se ntawm cov phiaj xwm hnub ci. Sunnova shares nce 10% ntawm cov xov xwm.

Muaj ntau qhov tsis txaus ntseeg ntawm no, hais tias Frank Maisano, tus kws tshaj lij txoj cai ntawm tuam txhab cai lij choj Bracewell. "Ntawm lub plawv ntawm rooj plaub ntawm hnub ci tariffs yog qhov kev xav tias Tuam Tshoj thiab cov tebchaws Esxias yav qab teb sab hnub tuaj txhawb hnub ci. Zoo, pob khoom Kev Tiv Thaiv Kev Tiv Thaiv ua tib yam. " Nws yuav nyuaj rau Amelikas kom tawm-sab pab rau Tuam Tshoj, sau James Taylor, tus thawj tswj hwm ntawm Heartland lub koom haum xav, hauv tsab ntawv tshaj tawm hnub Monday. "Muaj tsawg tus Thawj Tswj Hwm Biden tuaj yeem ua kom Asmeskas cov hnub ci vaj huam sib luag kev lag luam sib tw nrog Tuam Tshoj," uas yog "ib ntawm ob peb lub tebchaws uas yuav zam qhov kev puas tsuaj ib puag ncig ntawm cov pob zeb tsis tshua muaj hauv ntiaj teb tsim nyog rau cov hnub ci vaj huam sib luag."

Thawj Hnub Ci hais tias nws twb tau teeb tsa ua ob npaug rau nws qhov kev tsim khoom hauv tsev yam tsis muaj kev pab los ntawm Defense Production Act. Nws tab tom tsim lub chaw tsim khoom thib peb hauv Ohio uas yuav ua rau tag nrho cov khoom tsim tawm mus rau 6 gigawatts ntawm cov vaj huam sib luag ib xyoos. Shares hauv Thawj Hnub Ci poob ze li ntawm 4% ntawm cov xov xwm, thiab tau tawm 40% txij li thaum nce siab thaum xyoo 2021.

Lwm cov neeg tau txais txiaj ntsig ntawm Biden txoj kev txav mus los tau xav tsis thoob. "Peb tsis tau thov rau qhov no," said Francis Dietz, tus lwm thawj coj ntawm pej xeem txoj haujlwm ntawm Lub Tsev Kho Mob Cua, Cua sov thiab tub yees. Hluav taws xob cov twj tso kua mis twb yog ib qho kev lag luam loj hlob rau cov nyiam Carrier, Trane thiab Rheem, thiab Dietz hais tias qhov kev pab loj tshaj plaws los ntawm Kev Tiv Thaiv Kev Tsim Kho Txoj Cai yuav yog los pab daws qhov tsis txaus ntawm cov neeg ua haujlwm thiab cov neeg tsim khoom.

Pom meej cov yeej los ntawm Biden qhov kev txav mus los txog tam sim no suav nrog Albuquerque-based Array Technologies, uas ua rau cov tshuab tuav thiab ua haujlwm cov vaj huam sib luag ntawm cov chaw siv hluav taws xob hnub ci; nws tau nce 18% nag hmo. Lub caij no, me me Austin-based FTC Hnub Ci tau nce 32%; nws ua cov tshuab uas pab cov vaj huam sib luag qaij thaum nruab hnub los taug qab lub hnub. Shoals Technologies ntawm Tennessee, cov chaw tsim khoom ntawm cov xov hlau thiab cov khoom sib txuas siv hauv kev teeb tsa hnub ci, dhia 21%.

Yog xav paub ntxiv, mus saib kuv zaj dab neeg Forbes Magazine los ntawm xyoo tas los ntawm Shoals billionaire tus tsim Dean Solon:

XAV PAUB NTAU LOS RAU FORBESTxhiab Tus Neeg Tshaj Lij Tshaj Plaws Qhia Nws 'Qho Txiaj Ntsig' Rau Kev Ua Phem Rau Suav Ua Si Ntawm Chaw Tsim Khoom

Tau qhov twg los: https://www.forbes.com/sites/christopherhelman/2022/06/07/biden-to-usher-in-cheap-chinese-panels-with-solar-power-shake-up/