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First, Section 201 Recommendation / Timeline
If you’re still digesting the most recent recommendation by the U.S. International Trade Commission (ITC) on Section 201 module tariffs, this article is a good summary of what they recommended to the President a couple weeks ago. The gist is that the ITC is recommending a 5 year tariff on both cells and modules starting at 30% in year one above 1 GW and declining each year. It was less severe than anticipated, but it’s still only a recommendation. I (unfortunately) don’t have a crystal ball on what Trump will do, but one possible scenario is the tariff he sets could be higher which could have an upward effect on prices early next year. The President has to issue his ruling by Jan 12. If it’s the same as the ITC recommendation, it goes into effect Jan 27; if different then it will go into effect in April 2018. Call anytime if you’d like to chat about it.