US solar supply chain faces critical crossroads as tariffs and
Wood Mackenzie''s latest analysis reveals how these tariffs and policy shifts are reshaping the US solar supply chain. The AD/CVD investigation finalised in June on
Since 2018, “safeguard” measures on Chinese-produced solar cells and modules have been in place and have been extended through 2026. The 2018 Presidential Proclamation implementing the recommendations of the USITC imposed a tariff-rate quota (TRQ) of 2.5 gigawatts (GW), allowing for up to that amount to be imported, above which tariffs are imposed.
According to the United States government, certain Chinese producers have been circumventing US import duties by exporting solar energy equipment from Southeast Asian countries to the US. New steep import tariffs are scheduled to be imposed on these companies in June 2024.
Exclusions for solar manufacturing equipment, reduced to 14 from the 19 initially proposed: USTR's May Notice proposed 19 exclusions covering solar manufacturing equipment: five for equipment to manufacture solar modules; six for solar cells; and eight for solar wafers.
As a result of the public input received, USTR announced certain products would be excluded from tariffs in September 2018, 25 and excluded further products in June 2019, including bifacial solar panels that absorb light and generate electricity on both sides of the panel (bifacial modules). 26
PDF version includes complete article with source references. Suitable for printing and offline reading.
Download detailed product specifications, case studies, and technical data for our off-grid PV containers and mobile energy storage solutions.
15 Innovation Drive
Johannesburg 2196, South Africa
+27 87 702 3126
Monday - Friday: 7:30 AM - 5:30 PM SAST