” John Ketchum, newly appointed president and CEO of NextEra Energy, criticized the U.S. Department of Commerce’s decision to investigate complaints of solar panel tariff circumvention in four Southeast Asian countries during the company’s first quarter earnings call on Thursday.
NextEra Energy estimates that 2.1-2.8 GW of the solar and storage projects the company planned to build in 2022 may be delayed to 2023 because a number of suppliers are not shipping solar panels to the U.S., pending a decision by the Commerce Department.
An inability to purchase solar panels from Southeast Asia will force renewables companies to source their materials from China, Ketchum said, an outcome he described as “perverse” and “outrageous.””
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Penrod, Emma. Utility Dive 22 April 2022.