According to foreign media reports, in a recent industry report to investors, ROTH Capital said its investigation showed that the U.S. Customs was releasing more detained solar modules to the market.
Specifically, Philip Shen, managing director and senior research analyst at ROTH, said his investigation showed that "in the week of November 13, CBP released Chint Solar's polysilicon modules outside Xinjiang, China.".
"We think the polysilicon is coming from Ordos and Silicon Asia, and MGS (magnesium) and quartz also seem to be coming from China, for the first time in our view.". This will mean that the supply of components to the US is expected to increase, which will put more downward pressure on US component pricing.
Philip Shen said this suggests that other solar modules combined with non-Xinjiang polysilicon may now have a clearer path to the United States. This could be good news for developers and many global component brands.
Earlier, according to PV & nbsp; magazine & nbsp;, modules made of Tianneng (Chint) polysilicon were detained and reviewed under UFLPA. The UFLPA requires importers to provide evidence that the supply chain is free of forced labor practices.
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