Heliene seeing soaring demand for modules as AD/CVD case continues, eyeing capacity expansions therefore

May 12, 2022 01:32 PM ET
  • Canadian PV module producer Heliene has actually seen extraordinary demand for its modules complying with the United States Department of Commerce's (DOC) decision to explore alleged anti-dumping and also circumvention (AD/CVD) by solar producers in Thailand, Vietnam, Malaysia and also Cambodia, which continues to spread chaos throughout the US solar market.
Heliene seeing soaring demand for modules as AD/CVD case continues, eyeing capacity expansions therefore
Image: Heliene

Its president Martin Pochtaruk, talking with PV Tech at Intersolar 2022, where we are likewise running an online blog site, claimed the case has "turned the United States solar industry inside out" and that his company was currently sold out for orders until the end of 2023.

Heliene does not resource any of its module components from China or the nations under investigation, meaning it will certainly prevent any kind of retroactive tariffs the DOC could choose. It has certified making facilities in Indonesia and India and also Pochtaruk said Heliene is additionally aiming to certify an additional facility in India, bringing its total manufacturing capacity to 900MW.

This 900MW will be online following year, up from around 660MW this year, as well as is already all made up, with Heliene totally reserved up until completion of next year. Offered the soaring demand, Pochtaruk is also eyeing capacity expansions to the tune of an added 300-400MW, with Heliene already obtaining quotes from equipment distributors. Any type of expansion would be determined after DOC's predetermination in August, he cleared up.

Despite the fact that plenty of business are contacting the producer as US programmers scramble to accessibility modules, Heliene has prioritised its previously clients with which it has enduring relationships, Pochtaruk claimed.

Utility programmers trying to source massive capacities of modules as supply in the United States runs out are attempting to discuss on cost despite gigantic demand, he states, including that Heliene favors to collaborate with its existing clients on smaller sized projects with far better margins.

He is also sceptical that the AD/CVD case, which has actually been called a "monumental loss" for the US solar sector, will certainly be dealt with anytime soon. The DOC made a decision to examine the case in March, with preliminary searchings for of the investigation be released on or prior to 30 August 2022, although there have been phone call to expedite this.

Pochtaruk claimed that offered the dimension of DOC's investigatory group and various other continuous cases beyond solar, it was highly not likely that the decision will certainly be brought forward, in spite of extreme political stress to do so offered the case is anticipated to slash 24GW people solar capacity over the following two years.

The various other prominent module manufacturer in Canada, Silfab Solar, which Heliene enjoys a close relationship with, resources a few of its elements from Thailand, meaning it has even more purchased seeing a fast resolution to the AD/CVD case, Pochtaruk stated.

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