ABTrades1
Nov 10, 11:13 PM
$TOYO filed its full answer to Commerce on Monday, 270 pages, on time, and the public version is already on the ACCESS docket, so for the first time we can see the actual supply chain.
Every cell TOYO Ethiopia sold directly to the US was made on non Chinese wafers using polysilicon bought in the US and one other market economy, and they didn't just say it, they traced a sample shipment from the cells back to the wafer batches and from the wafer batches back to the polysilicon purchase. On top of that, no TOYO affiliate anywhere in China has ever made a cell, a module, a wafer or any cell input.
The petitioners,
$FSLR, Qcells, Suniva, Silfab, Talon and Swift, built their whole case on TOYO running on Chinese polysilicon and wafers, and the filing calls that false and shows the paperwork. Commerce asked Southeast Asia this exact question in 2023 and ruled that non Chinese wafers are outside the orders, which is what TOYO just put on the record. Preliminary ruling Dec 14.
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