What is the Auxin circumvention petition?
Based on a petition from Auxin Solar, the U.S. Department of Commerce has initiated an investigation into imports of crystalline silicon PV modules and cells from Cambodia, Malaysia, Thailand and Vietnam. Under U.S. trade law, final tariffs levied as a result of this investigation can be retroactive to the date of initiation.
Why do we need your help?
Crystalline silicon modules from these four countries represented 65% of all module imports in 2021 and domestic crystalline silicon module manufacturers imported nearly half of their cells from these countries. Imports from these countries are now liable for tariffs between 50% and 250% and many suppliers are halting shipments. There is not sufficient capacity to meet U.S. demand anywhere else in the world except China, which is already subject to tariffs from 40% to 275%. If enacted, these new tariffs could reduce solar deployment by up to 16 gigawatts (GW) annually, and put 70,000 U.S. solar jobs at risk.
Companies of all sizes, including those that work on everything from residential to utility-scale projects, should complete this form to provide a holistic and qualitative sense of how they expect the anti-circumvention investigation to impact their businesses and workforce.Complete the Survey
Project-level data for large projects will be extremely valuable to show policymakers detailed and concrete impacts of the anti-circumvention investigation. In addition to completing the general survey above, those with information about specific large-scale solar projects can use a map tool to find their projects and submit basic information about the impacts from the Auxin petition.Provide Project Data
Project-level data for large projects will be extremely valuable to show policymakers detailed and concrete impacts of the anti-circumvention investigation. All these projects must report delays and cancellations to the Energy Information Administration (EIA) via monthly Form 860m filings. While the data becomes public 2+ months after the forms are filed, we need the data ASAP to fight this existential threat. In addition to completing the general survey above, we have two asks for you:
1. Submit data on impacts to the large solar projects in your portfolio
To collect project-level data for utility-scale projects, developers, EPCs, or anyone with knowledge of a particular project’s status can use this map to find projects and submit information. Simply navigate to a project on the map, click on the marker and a few details about that project will appear, including the project name, state, county and size in MWac (as reported to EIA). If it looks like a project for which you have information, you can click the link in the detail window to open a survey that is prefilled with the basic project detail, allowing you to provide information about the impacts to that project. If you cannot find your project on the map, simply go directly to the form and provide the information manually.
2. Ensure your project's monthly EIA form filings reflect impacts from the Commerce investigation
Find the person responsible for submitting data on your projects to the Energy Information Administration (EIA). This person may be in your company or a company working with you on the project. Typically, the company that developed or owns the project will be responsible for this. Make sure that person is fully briefed on any module supply challenges ASAP. It is critical that their monthly submissions to EIA reflect how module supply challenges are impacting the industry.
All projects under development larger than 1 MWac are required to submit EIA form 860 annually and, as they get closer to construction, are required to submit form 860m monthly. Whether you are currently submitting 860m on your project or not, you can submit the form to indicate a change in project status, including a delay in expected operation date or project cancellation.
Why this is important: EIA publishes official government statistics on all things related to energy in the U.S. We need this data to be as accurate and up-to-date as possible.
If you have questions about these EIA surveys, please contact Jamel Dargan.