Comments on: Aggressive Development In China And Japan Drive Massive PV Demand

By: Matt

Matt — Fri, 05 Jul 2013 00:08:00 +0000

If China program had been in country demand based, even if they used mainly/only Chinese panels; there would have been no issue. Their current program of increase demand is great news.

By: Bob_Wallace

Bob_Wallace — Thu, 04 Jul 2013 22:17:00 +0000

I think we gave China extra latitude in order to get their economy built up from under-developed to developed.

That’s something we do for many under-developed countries.

Now China has arrived. It will take a bit more time to remove any ‘special privileges’ so that they operate in the world market as equals. China will resist losing these privileges. Wouldn’t we all?

By: Bob_Wallace

Bob_Wallace — Thu, 04 Jul 2013 22:13:00 +0000

That makes no sense.

Are you saying that all foreign trade depends on manufacturers losing money and governments replacing their losses?

By: JamesWimberley

JamesWimberley — Thu, 04 Jul 2013 22:04:00 +0000

Your second condition would stop all trade in anything.

By: Wayne Williamson

Wayne Williamson — Thu, 04 Jul 2013 18:54:00 +0000

Bob, I do think that we required that a certain percentage(auto) was built in country(adding jobs). We should do the same with China, requiring that a percentage is built in country.

By: Bob_Wallace

Bob_Wallace — Thu, 04 Jul 2013 16:45:00 +0000

I don’t believe part of the auto manufacturing process was to allow US manufacturers to sell cars abroad at less than cost of manufacturing and at less than foreign manufactures could produce in their countries.

By: JamesWimberley

JamesWimberley — Thu, 04 Jul 2013 10:54:00 +0000

For all the talk of Chinese dumping, the recovery in the global PV market – simply a reversion to trend – justifies the Chinese government’s rescue of its major producers. This can now be seen as tiding over a cyclical downturn, not a structural crisis requiring massive disinvestment. Compare the US rescue of its car industry,noe back to good shape. The tradewars are just self-defeating protectionism..