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.
The U.S. Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.
Tariffs of 10% are applied to most products from most countries, but energy and energy products, steel, and aluminum are exempt, as tariffs have already been applied.
A recent webinar by Clean Energy States Alliance highlighted how the Investment Tax Credit for standalone storage has supercharged growth, but new import duties and supply chain risks could slow progress.
Also on the rise: Washington State solar recycling mandate..Churches become solar-plus-storage resilience hubs in Louisiana. And more.
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