EU tariffs on Chinese solar glass come under expiry review
MLex Summary: EU tariffs on solar glass imports from China will face an expiry review of existing anti-dumping and anti-subsidy duties, the European Commission said.
It is striking that the largest European solar glass supplier, Interfloat, with its production GMB Glasmanufaktur Brandenburg in Tschernitz was sold to the Indian market leader Borosil in April 2022. In view of the fact that production there depends on uninterrupted gas supplies, industry insiders were surprised.
Almost all innovative equipment for the solar industry is delivered to China - not to Europe. The construction of a solar glass factory requires an investment of up to 165 million euros for a production line of optimal size with a melting capacity of 500 tonnes per 24 hours.
European solar module production is still insignificant on a global scale and dependence on China is dangerous. Germany and the EU want to change this and ramp up European production capacities. The fact that this depends on the procurement of solar glass is consistently forgotten.
The current estimated gap in solar glass for European manufacturing will grow from 80 per cent to 95 per cent due to expansion plans up to 30 gigawatts. Nobody would think of excluding the necessary steel from the consideration in the production chain of automobiles. But that is what is happening when considering the value chain for PV modules!
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