在对太阳能抱有敌意的华盛顿如何应对挑战？.pdf

1、PV MODULE TECH:NAVIGATING A WASHINGTON THAT HATES SOLARUNDERSTANDING YOUR AUDIENCE TO ACHIEVE FAVORABLE POLICIESTHOMAS BELINE,PARTNER,CASSIDY LEVY KENT(USA)JUNE 17,mobile:412-216-4477THE TRUMP TARIFF POLICIES,SO FARIEEPA Universal National Security“Reciprocal”Tariffs301 Shipbuilding and Cranes/Conta

2、iner TariffsIEEPA National Security“Fentanyl”Tariffs301 China(contd)232 Sectoral National Security Tariffs10%plus 10%25%unless good qualifies for USMCA“Liberation Day”duties up to 50%with all countries at 10%baseline.90-day pause(until July 9)for bespoke trade deals to remove tariff/non-tariff barri

3、ers to U.S.trade for those that didnt retaliateAll countries at 10%except USMCA(0%)and China(125%)Chinese-owned vessels and operators subject to container port fee but specialty ships and non-Chinese exemptProposed new tariffs/fees on containers,STC cranes,and other cargo equipment that could increa

4、se logistics costs25%on most productsCertain products increased by Biden Administration to 50%and 100%continued25%on certain autos and partsSemiconductors investigationLumber and derivatives investigation25%50%re-imposed on all steel/aluminum and certain derivatives(plans to incl.more)Trucks and tru

5、ck parts investigationCopper and derivatives investigationPharmaceuticals and derivatives investigationCritical minerals and derivatives investigationDe Minimis ReformIntended to end US duty-free imports for under$800;applies only to China/HK today2THE PRESIDENTS VIEWS ON SOLAR ENERGYWhile less voca

6、l about solar than wind power,President Trump has expressed concerns about its reliability and land requirements:“Solar cannot consistently meet the nations energy needs;”and they need a whole desert to get some energy to come out.You ever see a solar plant?By the way,Im a big fan of solar.But they