A Constrained Solar Supply Chain ... A Congested Market
It is no secret that the solar supply chain is experiencing delays and raw material constraints like never before. Additionally, new concerns have arisen about a Section 201 Tariff extension as well as a new AD/CVD action targeting solar imports from Malaysia, Thailand and Vietnam. This confluence of events has severely limited the importation of solar modules into the United States resulting in very scarce inventories.
Further, new orders, if manufacturers are accepting them, have 12–16-week lead times, though many manufacturers are sold out until at least Q3 of next year. Adding insult to injury for these negative cost and supply drivers are all-time high logistic costs – for example – the price for shipping containers from Asia to the U.S. have increased 6X from $4,000 to $24,000 in many instances. This can add up to $0.07/Watt alone.
Ironically, demand for solar in the United States is at an all-time high and finding the right modules for project(s) is becoming quite a challenge.
Fortunately, due to Aten Solar’s volume purchasing power and strong relationships with key suppliers, we have available inventory and can provide modules for your projects today and throughout 2021.