Over the past two weeks, we surveyed the status of ~125 U.S. utility solar projects that had an original 2022 completion prior to the Department of Commerce AD / CVD announcement in late March. The status of the individual project was assessed based on 1) confirmation with the developer that the project is on track despite the AD/CVD petition 2) identification of the project as not sourcing panels from the four targeted Southeast Asia countries or 3) verification that the project is in final stages of installation or commissioning (satellite imagery, visual inspection etc). Key takeaways from this survey include:......
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