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Will Conservatives Support American Companies... Or Chinese Companies?

Posted: 05/18/2012 5:52 pm

Which is better for an economy: millions of future jobs and trillions of future dollars, or a few people making a quick buck today by selling out their country? For decades America's 1 percent-backed conservatives have chosen the latter course, and we can see the results all around us. Now the Obama administration has imposed stiff tariffs on Chinese solar panels because China was "dumping" -- selling below cost -- to drive American manufacturers out of business. Will conservatives support their country and our companies or will they continue to side with our country's competitors?

U.S. Imposes Stiff Tariffs

The Commerce Department yesterday concluded that Chinese solar panel companies are "dumping" product -- selling below the cost of production -- into the U.S. market, and imposed stiff tariffs. According to the New York Times' "U.S. Slaps High Tariffs on Chinese Solar Panels":

The United States on Thursday announced the imposition of antidumping tariffs of more than 31 percent on solar panels from China.


... The antidumping decision is among the biggest in American history, covering one of the largest and fastest-growing categories of imports from China, the world's largest exporter.

Industry of the Future

Again and again technology revolutions come along and disrupt economies. Countries that jump on new technologies are the countries that win the industries and jobs and revenue. This is how the United States became the world power that it is was. Railroads, steel, automobiles, airplanes, electronics, semiconductors, computers, the Internet, pharmaceuticals, biotech and software are a few examples. And in every case our government helped these new industries get off the ground. When these industries took root the payoff was enormous.

Green energy is one such technology of the future. Producing solar panels, wind turbines, etc. will bring millions and millions of jobs and trillions of dollars, and several countries are competing to win a share of this new industry.

China is fighting hard for those jobs and dollars. They are being smart, and they are also pushing past the limits of the rules. From the New York Times story:

Alan Price, a partner who heads the international trade practice at Wiley Rein, the law firm representing the United States companies in both the solar and wind cases, said that China posed a particular threat to America's developing green energy sector.


"China's method is straightforward: it sets forth industry-specific Five-Year Plans and then uses all forms of national and local subsidies and other governmental support to quickly transfer jobs, supply chains, intellectual property and wealth, to the permanent detriment of U.S. and global manufacturers," he said. "China's ability to ramp up and overwhelm an industry is unique and particularly devastating with new and emerging technologies, where global competitors may be less established and can be knocked out more easily and quickly."

To compete for a share of this new industry we need to be proactive. We need national efforts to develop the industrial commons, or ecosystem, that will foster green-tech industries. We also need government policies that promote a market for these products until they take hold, just as our defense industry did for aircraft and other new technologies. And we need to enforce the rules for international economic competition, which is what has happened with the tariff decision.

Decision Not Political

The New York Times story points out that this was not a political decision by the Obama administration,

The American decision was made by civil servants in a quasi-judicial process that is heavily insulated by law from political interference and does not represent a deliberate attempt by the Obama administration to confront China on trade policy. But that distinction has been largely lost in China, where the solar panel issue has been one of many causes embraced online by the country's vociferous ultranationalists, who put heavy pressure on Chinese officials to respond forcefully to perceived snubs to China.

The rules say that if a country is dumping, then we must impost tariffs. The Commerce Department investigated and concluded that China has been dumping so they had no choice. If we do not enforce trade rules, they are meaningless and countries that cheat gain an advantage, driving out the honest players. That is how cheating, accountability and enforcement work. (Hint: this also applies to banking fraud laws.)

In the case of solar-panel tariffs, we were losing companies and jobs and facing losing the possibility of losing the entire industry to China. From "Tariffs On Chinese Solar Might Help Prevent The Next Solyndra":

You have probably heard about a solar-energy company named Solyndra, but probably what you have heard is a bunch of negative, conspiratorial, anti-alternative-energy, anti-Obama stuff from the corporate/conservative spin machine. The real story is that our government is trying to help us capture some of the new green energy industry that will create the jobs of the future. But China is, too. And China doubled down, and then quadrupled down on government support. They even directly subsidize their companies so their products cost less. This helped put Solyndra out of business. But the Obama administration is doing something about it.


China cheats, and we don't usually do anything about it. They let companies pollute, don't do much about worker safety, pay low wages, and make people work long hours. So-called "free trade" lets companies cost us more than 50,000 factories in the Bush years, and millions of jobs. And it empowers companies here to tell their workers to shut up and behave and accept wage and benefit cuts, or they'll send their jobs to China, too. We continue to just let China take jobs, factories and industries because powerful interests, like Wall Street, make tons of money off of it.

So the decision is made, our country is engaging in the economic war that has been underway against us. Will our country's conservatives take our country's side?

Solyndra, Chevy Volt And The Anti-Green Propaganda Campaign

Oil-backed conservatives have been waging a campaign to discredit green energy, trying to stop government efforts to move us away from dependence on oil and coal. (Please click the links.)

They have used the failure of solar-panel manufacturer Solyndra -- partly due to Chinese dumping -- to paint green tech in general as a bad investment. They have even tried to turn the public against the Chevy Volt, claiming that it "ran out of juice in the Lincoln Tunnel" when it actually just kicked over to the gas-engine charger, and that the car is "flammable" because on test battery got too hot -- as compared to cars that run on gasoline! (Gasoline car-fire data at the link.)

These anti-dumping tariffs change the dynamics of this oil-backed anti-green campaign. Now when conservatives slam Solyndra or the Chevy Volt and otherwise join in this anti-green-energy campaign they are taking China's side against American companies at a time when the country is engaged in economic conflict. This presents a tough choice to the conservative movement: Do they continue to accept oil and coal company funding and side against their country and support China, or will they return to their pro-American roots and side with their country in a time of conflict?

Installers Hit Hard?

Low prices from trade-cheaters are always attractive. But if we want a slice of the jobs, factories, industries and economy of the future we have to fight back when our competitors cheat.

The solar-installer industry is worried they will be hit hard by this because prices for solar panels could increase sharply. According to BusinessWeek's "U.S. Solar Tariffs on Chinese Cells May Boost Prices":

The tariffs "will increase solar electricity prices in the U.S. precisely at the moment solar power is becoming competitive with fossil fuel generated electricity," Shah said in a statement. "This new artificial tax will undermine the success of the U.S. solar industry."


[...] The U.S. decision to impose import duties on Chinese solar panels will raise their price to $1.11 per watt, according to calculations by Bloomberg New Energy Finance, a London-based researcher owned by Bloomberg LP. That price is 17 percent higher than the current spot price of non-Chinese panels.

Forbes's article "Solar Installers Caught In Cross Fire Of Escalating China Trade War" states:

On Thursday, the U.S. Commerce Department issued a preliminary decision levying steep tariffs against Chinese solar manufacturers, finding they illegally dumped cheap photovoltaic cells on the American market. But the companies that install those solar panels on residential and commercial rooftops -- and which have benefited from a 75 percent plunge in photovoltaic prices in recent years -- are split over the impact of the tariffs on their burgeoning business.

The government could remedy the impact on domestic customers and installers several ways, including:

  • by using the new tariffs to fund tax credits and other incentives that help homeowners and businesses make the move to solar power,
  • by imposing a large "carbon tax" that is refunded on a per-capita basis. This would mean high users of carbon-based fuels would pay in, the revenue is divided up evenly to everyone over 21 and paid out with a monthly check, and people could use this money to both cover their own added energy expenses and to purchase solar and other alternative energy products to lower their carbon-energy footprint,
  • and by setting a national renewable energy standard, requiring power producers to use a certain percentage of solar, wind and other alternatives, creating more of a market for green tech.

Oil And Coal And "Buggy-Whip" Technologies

Of course the oil and coal companies will continue to fight this shift from their "buggy-whip" technology, and will use their tremendous influence over our government to try to hold off the inevitable. But the tide is shifting. The fact that China is fighting so hard and putting so much investment into this sector shows its value to the world economy in the future. The fact that our government is responding shows that we have a chance to win a share of the jobs and revenue that green tech promises to bring.

This post originally appeared at Campaign for America's Future (CAF) at their Blog for OurFuture. I am a Fellow with CAF.

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Genders
Love, Tolerance, Enlightenment
10:10 PM on 05/31/2012
BS nationalism.

Let's support a solar future.

The USA actually export more solar to China than imports, this will only hurt us.

http://www.seia.org/cs/news_detail?pressrelease.id=1532
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Terri Skau
Se... sotto una splendida luna piena...
01:03 PM on 05/21/2012
Dave, I do enjoy your articles...But hon, lets be honest...It's because of this...

ENTER THE INCOME TAX
Until 1913, tariffs on trade furnished most of the money needed to fund the federal government. Then Congress passed the Underwood trade bill, which canceled most tariffs. Suddenly, Congress claimed it had to find another tax source. Senator Aldrich co-sponsored the 16th Amendment creating the Income Tax. Soon after passage by Congress in 1913, Philander Knox issued the odd announcement that, "The 16th Amendment seems to have been ratified."
Doubting ratification of the 16th Amendment by three-fourths of the states, Bill Benson and M. J. "Red" Beckman traveled to 48 states (Alaska and Hawaii were not states in 1913). They got certified copies of all ratification documents from each of the legislatures, (17,000 documents) and, in a two-volume work, proved that not one state had legally ratified the 16th Amendment as written. See: www.thelawthatneverwas.com
That isn't all. "The Internal Revenue Service was never authorized by Congress." - Public Notice - Media Bypass, March, 1997 - An unconstitutional act is enforced by an unauthorized agency.
Withholding taxes, an emergency measure initiated only for World War II, are still collected.
Income taxes pay only Federal Reserve debt and IRS expenses. "Income taxes do not fund any government function." - Page 12, President's Private Sector Survey on Cost Control, January 15, 1984 - Library of Congress.
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02:31 AM on 05/21/2012
Just prior to WW II, U.S. companies collaborated with the Japanese, violating FDR's embargo on technology useful to their war machine...

http://www.wvculture.org/history/journal_wvh/wvh55-6.html
Senator Harley M. Kilgore and Japan's World War II Business Practices

"...In their negotiations to purchase aircraft, the Japanese managed to acquire important technical information. In 1937, the Japanese were planning to acquire a Boeing bomber which the United States army forbade the sale of for a one-year period. Boeing offered to sell them a "similar model." Boeing advised the Japanese that "they would be able to design and build a similar type of bombing plane, either independently or in conjunction with Japanese engineers and would manufacture a certain specified number per year, or make one model plane selling the manufacturing rights for the style so designed.."

Profits over patriotism
Linda from Deerfield
Paying attention
10:59 PM on 05/20/2012
This is a bit of a tangent, but my husband and I went to a Barrington, IL, made-in-USA store that we heard advertised on a leftie WCPT radio program, spent well over $100, and received gushing thanks from the proprietor and word that Democrats were keeping them alive, to which I responded "Tell that to the Republicans because they think they are the ones supporting Americans" and she said that they're not, not one bit, not at all.
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Richard58
10:50 PM on 05/20/2012
Conservatives? Oh yeah, the same people who are against the American Chevy Volt, because it`s built by the UAW. Who even pays any attention to these republican goofballs anymore?
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Richard58
10:40 PM on 05/20/2012
After seeing the way conservatives have bashed the American made Chevy Volt, I`m sure they would like to see China own the solar panel industry. God knows, if these panels were made in the US, it might mean good paying jobs for Americans. Republicans wouldn`t like that.
09:43 PM on 05/20/2012
Something in the NYT story stuck me as very familiar; China "...uses all forms of national and local subsidies and other governmental support to quickly transfer jobs, supply chains, intellectual property and wealth, to the permanent detriment of U.S. and global manufacturers...China's ability to ramp up and overwhelm an industry is unique and particularly devastating with new and emerging technologies, where global competitors may be less established and can be knocked out more easily and quickly." Isn't this capability of Chinese suppliers exactly what Apple exploited to roll-out it's latest line of cell phones ahead of competitors? Seems like another case of a US company (I guess Apple is still chartered somewhere in the US...) outsourcing to China not only to the detriment of their competitors, but US suppliers and workers. How should we feel about that?
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aligatorhardt
Cut on the bias
07:44 AM on 05/21/2012
Most electronic products are made in China. Microsoft makes their x-box in china, Dell, HP, and others all manufacture in China.
07:59 AM on 05/21/2012
Yes, I know.  Many product we use, including most of the clothes we wear, are made in Asia under conditions we outlawed in this country decades ago.  Walmart is the reason many of its customers don't have a decent job and Apple, et.,al., are the reason most of the college kids sporting their fancy laptops and cell phones won't be able to get one...
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Otherday
Chief Imperial Sage, Earth, Milky Way Quadrant
06:53 PM on 05/20/2012
These so-called "conservatives" are really right-wing radicals. They talk about democratic societies in the same way previous conservatives talked about communists. Few seem to want to do business in democratic societies - except to sell things. Their preferred place to make anything is in authoritarian or totalitarian countries. The idea is to glean from every country all the benefits and dump all the costs onto others.
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Robert SF
02:40 PM on 05/20/2012
"Which is better for an economy: millions of future jobs and trillions of future dollars, or a few people making a quick buck today by selling out their country?"
===

It depends on how you define the economy. Are we talking the economy of the few or the economy of the many? If we're talking about the usual economy of the few, then making a quick buck by selling out the country wins, hands down. Every African and Latin American dictator has understood that.
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12:55 PM on 05/20/2012
http://www.morganstanley.com/views/gef/archive/2006/20060303-Fri.html
Globalization's New Underclass

"Stephen Roach (New York)

Billed as the great equalizer between the rich and the poor, globalizat­ion has been anything but. An increasing­ly integrated global economy is facing the strains of widening income disparitie­s -- within countries and across countries. This has given rise to a new and rapidly expanding underclass that is redefining the political landscape. The growing risks of protection­ism are an outgrowth of this ominous trend.

It wasn’t supposed to be this way. Globalizat­ion has long been portrayed as the rising tide that lifts all boats. The surprise is in the tide -- a rapid surge of IT-enabled connectivi­ty that has pushed the global labor arbitrage quickly up the value chain. Only the elite at the upper end of the occupation­al hierarchy have been spared the pressures of an increasing­ly brutal wage compressio­n. The rich are, indeed, getting richer but the rest of the workforce is not. This spells mounting disparitie­s in the income distributi­on -- for developed and developing countries, alike.

The United States and China exemplify the full range of pressures bearing down on the income distributi­on. With per capita income of $38,000 and $1,700, respective­ly, the US and China are at opposite ends of the global income spectrum. Yet both countries have extreme disparitie­s in the internal mix of their respective income distributi­ons...."
Linda from Deerfield
Paying attention
11:02 PM on 05/20/2012
The thing that gets me most of all is that nobody even bothers to try to sell us on the schemes that are killing us, like Milton Friedman did. In any case, keep up the great work.
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11:50 PM on 05/20/2012
The corporate media doesn't give offshoring much coverage.

It doesn't help that some conservatives try to blame consumers for offshoring of manufacturing jobs.

I'll keep the work up until the revolution starts . ;-)
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BigBearcatBill
This is the real Bearcat - a Binturong
01:40 AM on 05/20/2012
I believe conservatives will care less about putting Americans out of work if it makes them richer by supporting China business more than us, mainly because they don't do the real work in our factories and mainly sit around shuffling stocks and scams and living off of retirement for the older ones. In fact I think they bleieve now is the time to basically eliminate half the American population that they have hated since days of hippies and civil rights workers, they have a lot of hate and racism pent up in them.
08:30 PM on 05/19/2012
OK... so the Chinese are selling cheap solar panels. We don't know if they are actually dumping. That's a political charge for which there is no proof.

So now everybody who installs a $200 Chinese solar panel has to pay a $62 tax to the US government (which then gives this money away to oil companies... and the nuclear industry). The Chinese won't care about the American consumer paying what, essentially, is a penalty for trying to be "green". They will produce their panels at ever lower prices for themselves and the rest of the world, no matter how foolish Americans are.
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Dave Johnson
12:07 PM on 05/20/2012
Our government says there is proof. They investigated and determined that the Chinese are, in fact, dumping.
02:30 PM on 05/20/2012
Did you actually look at the "proof" presented by the government?

Doesn't sound like you did.

:-)
06:46 PM on 05/20/2012
We are at a unique time in America, otherwise I'd agree with you. But by increasing the size of the market through PACE bonds, we can also address the dumping issue. Given a choice many Americans would choose the higher priced US panel, as long as it was part of a larger retro-fit and wasn't too painful. For those on a fixed income or house poor we then soak the Chinese for a change. Overall we employ more Americans, benefit more Americans and America's solar industry is still saved, by increasing the size of the market.
06:28 PM on 05/19/2012
Nope, I have to totally disagree with you on this one. The game is not to compete, but to to win. The tariffs are a mistake, if the Chinese want to subsidized panel creation fine. Our engineers concentrate on Solar Gen II through DARPA. But before all this happy talk, can take place the consumer, as in the homeowner needs a business model that works.

That's where PACE bonds come in:

www.pacenow.org

You see for most Americans, to move to green energy, it's the financial and business model that needs repair. And although you may employ a few thousand Americans building panels, you would employ millions making American homes, green acceptable. All at the lowest interest rates the country has ever seen.

The Volt then becomes an energy supplier, if it can backfeed into a house, the state has feedback tariffs in place, PACE bonds and it can also double as a car, when it's not generating a profit.
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SoylentGreenIsPeople
You know how to use Google too !
08:17 AM on 05/20/2012
Rentier.

http://en.wikipedia.org/wiki/Rentier_capitalism
09:08 AM on 05/20/2012
"The Volt then becomes an energy supplier, if it can backfeed into a house,"

But who charges up the Volt? You analogy makes no sense, a typical Volt owner comes home with the batteries depleted. They use electric from your home to charge up the car, start the day with the batteries fully charged up.

Another scenario, charge the cars at your workplace. But if you use the batteries to power your house when you get home, they will be depleted in the morning.

By the way, PACE is a great idea...
12:28 PM on 05/20/2012
The Volt has a small gas engine that can generate power. Although ideally someone would make a small bio-diesel electric pickup. But the Volt can be used to backfeed when the grid is down and also when rates are high. So whether it's worth it depends on what the rates are.

Solar electric also often has batteries to store the power. As far as work is concerned, it depends on what shift you work or whether you work from home or are retired. So the idea is that one looks at all the possibilities and lays the ground work now using PACE bonds. You can always add the car or truck later.
09:27 PM on 05/20/2012
The inverter is actually the highest cost item of the system. Even more than the panels.

How many inverters does one need to buy?
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aligatorhardt
Cut on the bias
10:44 AM on 05/19/2012
I would have preferred our government also support clean power in the US,  moving subsidies from coal, both in mining and railroad support, and remove subsidies from over priced and dangerous nuclear power and apply those moneys to clean renewable energy sources that we can continue to use far into the future without the harms of dirty energy.  As we increase incentives and loans to clean power will we then be accused of doing the same thing that China is now? We can sue each other back and forth and waste time and money on lawyers, or we can just match China's support for clean energy and we all win with lower fuel costs, fewer imports, more good jobs, and reduced health care costs. Why does everything have to be a "war"? We all agree that renewable energy is the present and future of energy supply. Let's invest in our own future.
03:39 AM on 05/19/2012
Wow... Look at those scary Chinese companies. We are so scare of China, because they are "stealing our jobs". It is funny to me. Globalize means there is competition everywhere in the world, why should people be scare of that? More competition is good. It motivates people to improve, and change. It forces companies to pay high wages to out brain their competitors. Here is what what I hear from you. You( American people) are scare, because, you fear having to work hard, and to compete. Americans like you want American industries to dominate, because, in such a world, money is easy for you. You expect other countries to open their markets, but you don 't. This is not the world your want. A world dictated by monopolies. Economies that work best are economies that allow competitions.
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aligatorhardt
Cut on the bias
10:47 AM on 05/19/2012
When we are expected to compete with the poorest and most desolate peoples in the world it is a race to the bottom of living conditions. Overall poverty has increased due to globalization. Only the 1% are enjoying globalization.
08:32 PM on 05/19/2012
The Chinese are not "the poorest and most desolate" people. They are merely the ones getting rich the fastest by racing to the top.
01:40 PM on 05/19/2012
"More competition is good."

Fair enough, now let the global market openly bid on rare earth minerals from China AND let Chinese firms pay the global price.

China cut off exports of rare earths to Japan, that is not a free market.
08:34 PM on 05/19/2012
"Free market" does not mean that everybody who has stuff that YOU want has to sell it to you at a price of YOUR choice.

The Chinese restrictions on rare earth exports do create plenty of good jobs in US and Canadian rare earth mines, by the way. So what, exactly, are you complaining about?