U.S. Customs Detains Over 1,000 Shipments of Chinese Cells/Solar Panels Since June

US Customs seizes over 1,000 shipments of Chinese solar panels worth hundreds of millions of dollars between June and October; French Senate OKs bill requiring all parking lots w/80+ spaces to be at least 50% covered by solar canopies w/in next 6 years; Together SDG&E and GM look into tapping bi-directional EVs as grid resources; Sweden's new government scraps climate bonus subsidy for EVs; Hawai'i PUC sets broadly applicable new tariff w/TOU rate structure to account for enormous solar influx; CA PUC proposes new Net Metering tariffs w/reduced paymts for solar; Canada forces 3 Chinese cos. to divest holdings in Canadian critical minerals cos, principally focused on lithium; Texas struggles w/ grid reliability, and regulators flirt with some type of capacity payment.

1) US Customs seizes over 1,000 shipments of Chinese solar panels worth hundreds of millions of dollars between June and October, a consequence of the Uyghur Forced Labor Production Act restricting imports from China's Xinjiang province over forced labor concerns in solar supply chain.

2) French Senate passes bill requiring all parking lots w/ 80+ spaces to have solar canopies covering 50+% of space w/in 6 years, creating up to 11,000 MW of new solar capacity.

3) San Diego Gas and Electric and GM will collaborate to integrate bi-directional EVs into grid as local resources, evaluating necessary hardware, software, processes and construction considerations.

4) Sweden's new government eliminates climate bonus subsidy for EVs, since total cost of ownership is now similar to that for internal combustion vehicles.

5) Hawai’i PUC sets new tariff w/time of use rate structure to reflect grid dominated by solar, and reflect cost of service.

6) California PUC releases Net Energy Metering 3.0, w/significant cut to value of solar exported to the grid - based on hourly TOU rates. A boost to storage.

7) Canada tells 3 Chinese companies to sell investments in Canadian critical minerals companies focused on lithium, per Investment Canada Act.

8) Texas struggles w/issue of resource adequacy, and how to incentivize resources needed for growth and grid reliability. Some form of capacity payment structure likely.