If you want a Chinese solar energy enterprises in the U.S. market "firm footing", I am afraid there is still a long way to go.
Since the United States and China launched the "301 investigation" event began, the two countries in the field of clean energy, friction has never stopped. December 22, 2010, the United States at the WTO on China's wind energy measures instituted under the dispute settlement mechanism the request for consultations. To achieve results in this incident has not been the occasion, the U.S. government has launched a new round of attacks. January 7, 2011, the U.S. military appropriations bill signed by President Obama, the military heads of government signed the bill nothing wrong, but which has included a politically provocative rather special provisions, the U.S. military may purchase solar panels China to China's hostility shows.
Why the Government promulgated the "ban the military purchase order"
According to "The New York Times" reported that this provision shall not be required in U.S. military procurement of solar panels in China and asked the military priority to purchase domestic production of solar panels. It is reported that the provision is the support of some members added to it, in which the New York Democratic Congressman Milicic said the United States in the past took a lot of money to invest in overseas markets, especially in alternative energy sources. But now the U.S. does not need somebody else in person, but to engage in hands-on alternative energy products.
According to the rhetoric of professional lawyers, this provision requires the Pentagon in the procurement of solar panels, you can only consider signing the WTO Government Procurement Agreement of the country, while China had not yet signed the agreement. According to this statement, the U.S. approach does not violate WTO rules. But a similar approach, the United States has long criminal record, after the outbreak of the financial crisis, Obama once in the economic stimulus bill in much the same set of "buy local" clauses, which caused great concern in the international community.
In fact, the United States each year for clean energy investment and not that much, this is the United States nearly two years in clean technology reasons behind some of our competitors. If you want to clean energy in this race to win, catch up with other competitors, the United States had to reluctantly part, cut the defense budget, defense budget set aside each year from 100 billion U.S. dollars. But this is unlikely, even in the predicament of the economic crisis, although the government claims to cut unnecessary spending to get rid of the sluggish economy, but it does not restrict the Pentagon's budget. A Pentagon insider, not without pride that Congress will not cut the defense budget, even if cut, the money will not be re-allocated to clean technology. Earlier this month, U.S. Defense Secretary Robert - Gates said he will submit to the White House directive, in the next 5 years to reduce Defense Department spending 78 billion U.S. dollars, but Gates said the so-called cost cutting is expected to reduce, the total spending will still grow, but not the original plan was growing faster.
If the U.S. really want more money for military spending, the shift, then the subsidies given to renewable energy will not take too much growth. Face more price advantage of Chinese solar companies, the U.S. government is naturally anxious heart. From the U.S. government to enter the Chinese solar energy enterprises in the consistent attitude of the U.S. market to make such a move was not unexpected.
Purchase of ban should not be overlooked
The U.S. military has been active users of clean energy. According to the plan, by 2025, the U.S. military in all energy used, there must be 1 / 4 from solar and other clean energy sources. As the growing U.S. energy consumption, coupled with transportation to overseas U.S. military base in the cost of energy is too high, the U.S. military is planning to install solar photovoltaic power plant for more base system. In the case of increasing military spending, the U.S. military will be the natural strength of solar and other clean energy consumers. So, this seemingly insignificant additional provisions presumably will once again bring to the Chinese wind power company, not a small blow.
Over the past two years, China has become the world's major producer of solar power. Last year, Chinese products accounted for at least half of the world's total, its market share is growing rapidly. American World Solar panels occupy 29 billion U.S. dollars the total market of 160 million, while market analysts is not normally sold separately to the Department of Defense. That is, in the past the United States Department of Defense in the procurement of solar panels is likely to have a large number of "Made in China."
China is exporting solar panels most of the country, it is obvious that this "America" who targeted terms. In fact, in mid-2010, Obama did a similar position, he said in a speech: "I do not want to see China-made solar panels, wind turbines and electric cars, and I hope that these products are Made in USA. "Thus, the latest" Made in America "bill is actually the implementation of this idea.
Solar battery components are labor-intensive industries, the United States does not have the advantage of own production. According to U.S. industry analysis, overseas imports of solar cell modules, the production of cheaper than the United States into two. Expected that this provision will benefit the company to Germany's PV.。 For Chinese enterprises, like the market is full of barriers to finding business opportunities in the United States will become more difficult.
Attitude of the U.S. government tangle
In any case, including solar, wind power, including many Chinese clean energy companies seek to enter the U.S. market is an indisputable fact. The attitude of the United States to beware of from the past into the present obstruction, reflects precisely this change of China's new energy companies in the U.S. market's competitiveness is growing. Faced with this situation, the U.S. government can be quite entangled.
Cite a recent example occurred in the end of 2010 the U.S. government announced subsidies for renewable energy cash back policy (1603 terms) one-year extension. The extension bill was quickly passed both houses of Congress. But is this the U.S. wind power industry as a "Christmas gift" policy, allows the Barack Obama made a difficult time of signature. No matter from which point of view, the extension of subsidies for both Democrats and Republicans "win-win", but the Chinese wind power equipment manufacturers, cash return policy also greatly reduced the Chinese wind power equipment manufacturers and developers to enter the threshold of the United States, which greatly increased the returns from the project, which is equivalent to the new foreign companies entering the U.S. market, gold medals were awarded a pass. This allows a back Obama really tangled. Obama did not sign the word, the United States have made progress difficult for renewable energy, the new U.S. energy dominance is difficult to success; signed, will greatly reduce China's wind power companies seek to enter the U.S. market risk.
Not difficult to see from this incident, although the U.S. government has a tough attitude, but for the Chinese energy companies to enter the U.S. market, the fact that they are not a good solution. Whether it is before the "301 investigation" or this "ban the military purchase order", the U.S. government to the Chinese enterprises to set a hurdle, but also exposed his flustered. For Chinese enterprises, may wish to be treated as another "life experiences", such a provision is not the first nor the last. Only learn to calmly deal to go better in the U.S. market. |