Today, the Solar Energy Industries Association (SEIA) sent its plan to the White House for boosting both U.S. manufacturing and the U.S. solar industry. As you might guess by the name, the America First Plan for Solar Energy, this is definitely the solar industry’s attempt to frame its message in a way that will most appeal to the Trump Administration.
The #1 message delivered in the America First Plan is to reject tariffs, with all other plans being secondary. SEIA lays out how, by just rejecting tariffs, Trump’s decision would grow jobs, support the military, ensure U.S. energy dominance and not provide a bail out to foreign companies. There are even quotes from Sean Hannity sprinkled in.
The politics at play in the pitch seem pretty obvious and likely necessary (Will Trump want a “save U.S. manufacturing” or a “protects national security” headline?) but it shouldn’t distract from the cogent recommendation the group sent to the ITC, which is the meat underneath the America First messaging. Those additional recommendations are listed in Step 6 of this plan:
SEIA recommends that President Trump create an import license fee system to imported crystalline silicon PV (CSPV) solar panels using Section 1102 of the Trade Act in combination with Section 201 of the 1974 law.
License revenues collected by the U.S. government are then distributed to the domestic industry to incentivize manufacturing growth. At a fee of a half cent per watt, this would raise roughly $192 million over three years for U.S. manufacturers. A 1¢ per watt fee would raise $384 million
This is money that would be taken from foreign manufacturers and delivered directly to American manufacturers.
— Solar Builder magazine