Collections are expected to extract tens of billions of dollars in duties retroactively collected from importers of solar gear from Southeast Asia from mid-2022 to mid-2024.
South Korea’s Ministry of Trade, Industry and Energy (MOTIE) is urging the United States to exempt its companies from Section 232 polysilicon tariffs, warning that restrictions could disrupt $2.8 billion in U.S. solar investments.
The anti-dumping and anti-subsidy cases targeting solar imports from India, Indonesia and Laos – submitted in July – can be expected to unfold into next spring.
Stemming from the first U.S. solar trade cases, the decision means low-power solar devices, made in China generally to control lighting, can be imported into the American market without trade penalties.
The data and analytics software platform’s Q2 2025 Solar Module Pricing Insights report indicates a double-digit increase in median module price from February to May 2025 in response to tariff and policy changes.
In trade petitions filed today, a U.S. domestic manufacturing alliance is taking aim at largely Chinese-produced imports of solar cells and modules from Indonesia, Indian and Laos, potentially leading to a new round of antidumping and countervailing duty (AD/CVD) investigations.
A letter from the American Alliance for Solar Manufacturing said the U.S. Trade Commission must act quickly to ensure tariff rulings are in place before a temporary gap creates an opportunity for solar components to be imported duty-free.
Coalition trade lawyer says the U.S. Department of Commerce’s final tariffs on solar cells and modules from Cambodia, Malaysia, Thailand and Vietnam are among the highest rates he’s ever seen.
While President Donald Trump’s sweeping levies on foreign imports have captured global headlines, antidumping and countervailing duty (AD/CVD) investigations into Southeast Asian products, along with a potential expansion of the Uyghur Forced Labor Prevention Act (UFLPA), could pose even greater risks for US solar and energy storage.
“It’s a changed world in the renewables space,” said Stefan Reisinger, partner, Norton Rose Fulbright.
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