Solar panel factories in the United States are going broke

4 months ago
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Video: Solar panel factories in the United States are going broke, except the ones China is building 除了中國正在建造的工廠外,美國的太陽能板工廠都在破產

https://www.reuters.com/business/energy/many-us-solar-factories-are-lagging-except-those-china-owns-2024-07-17/
https://www.reuters.com/business/energy/us-solar-panel-manufacturing-boom-threatened-by-cheap-imports-2023-11-03/
https://www.pbs.org/newshour/nation/bidens-inflation-reduction-act-aimed-to-boost-renewable-energy-subsidies-could-help-one-company-reap-billions
https://www.reuters.com/business/energy/us-solar-factory-outlook-hit-by-supply-demand-headwinds-2024-07-18/
https://www.pv-magazine.com/2023/09/08/china-solar-module-prices-dive-to-record-low/
https://www.reuters.com/business/energy/us-solar-factory-outlook-hit-by-supply-demand-headwinds-2024-07-18/
https://www.investopedia.com/terms/s/sunkcost.asp

US solar panel companies rushed to build new factories, as the Inflation Reduction Act promised to shower hundreds of billions of dollars on green energy firms that would reduce America's dependence on China. Even foreign firms joined in, including major companies from China, Korea, and Europe, setting up joint ventures in the US.

First Solar, a US company, was believed to be in the best position of all, after company insiders invested heavily into Joe Biden's election effort, and hired longtime friends of key officials who wrote the key provisions of the IRA.

All these investments are now imperiled by crushing Chinese competition, which has pushed solar panel prices far below those companies' cost of production. Predictably, they are asking their lobbyists in Washington for relief, warning that they will go out of business. They have paused or outright canceled their planned factory builds, and only Chinese-partnered companies are continuing US production.

美國太陽能板公司爭相建造新工廠,因為《通貨膨脹削減法案》承諾向綠色能源公司投入數千億美元,以減少美國對中國的依賴。 甚至連外國公司也加入進來,包括來自中國、韓國和歐洲的大公司,在美國設立合資企業。

美國公司First Solar被認為處於最佳位置,因為公司內部人士對喬·拜登的選舉工作投入了大量資金,並聘請了起草愛爾蘭共和軍關鍵條款的主要官員的老朋友。

所有這些投資現在都受到來自中國的激烈競爭的威脅,這使得太陽能電池板的價格遠低於這些公司的生產成本。 不出所料,他們正在向華盛頓的遊說者尋求救濟,並警告他們將破產。 他們已經暫停或徹底取消了計劃中的工廠建設,只有中國合作夥伴的公司仍在繼續在美國生產.

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