JinkoSolar price rise shines a light on supply chain inflation — Panjiva
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JinkoSolar price rise shines a light on supply chain inflation

China 3053 Earnings 759 Energy - Renewables 207 Malaysia 161 Quote Watch 452 Tariffs 1870 U.S. 5404

JinkoSolar has reported a “mismatch between supply and demand” of solar power modules, linked in part to the pandemic and in part due to U.S. tariffs on imports. U.S. seaborne imports associated with JinkoSolar nonetheless increased by 19.7% year over year in Q4’20, accelerating to an 80.7% rise in Q1’21. The firm has also faced rising costs of “bulk commodities, higher production costs (which) were passed down the industrial value chain, which resulted in significant price increases in modules” though “the short term price rise will have rela...

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