The Biden administration’s latest crackdown on the alleged use of forced labor in the Xinjiang region of China has captured chemicals and solar power firms including Hoshine Silicon Industry and a subsidiary of GCL Poly. Putting aside the politics, the impact on solar power supply chains may be minor in the near-term. Panjiva’s data shows there were just 133 seaborne import shipments to the U.S. linked to Hoshine in the Jan. 1, 2018 – June 20, 2021 period focused on a fabric treatment product. There may be a larger issue for solar panel makers in China if project developers decide to be ...
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