Our contacts and suppliers in China expect the minimum import price (MIP) to increase as from April 1, 2015 with about 0,04 €/Wp. As already mentioned in our previous updates, the main driver for this increase is the € which lost over 16% of its value against the $ in the last 6 months. As the prices of most brands, Asian or European, are situated around the MIP, both Chinese and non-Chinese prices can be expected to increase on average with 0,04 €/Wp.
According to PV Magazine the EU Commission threatens to remove Canadian Solar, ET Solar and ReneSola from the MIP manufacturer list. In the opinion of the Commission it is impracticable to monitor whether these three companies comply with the price undertaking. CSI, ET and ReneSola have the right to respond and challenge these allegations. “We made a hard, but sensible, decision to exit from the MIP list”, said ReneSola’s CEO Mr. Xianshou Li this morning. “As we will no longer be subject to the EU Commission’s review, customers will not be implicated in any investigation.” The disadvantage of a withdrawal for these suppliers could be that they can no longer sell from China, the advantage could of course be that they can legally start low cost production with non-Chinese cells in third countries and supply to Europe without duties.
Customs authorities in the Netherlands reported to have started a number of investigations on the circumvention of import duties with the import of solar panels from China. The Dutch company GroenLeven reported on its website to have bought ten containers which are subject to the investigation. No brand names have been mentioned, but fact is that GroenLeven mainly installed Shinetime Solar and Sunrise Solartech. According to Solar Magazine in total 22 different brands of solar panels are currently blocked in European ports for further investigation.