U.S. reshapes the non-China solar supply chain
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.
How Trump’s widespread tariffs affect the U.S. solar industry
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.
U.S. energy storage market thrives despite political and market uncertainty
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.
Sunrise brief: Battery anode AD/CVD case moves forward, threatening to double U.S. battery costs
Also on the rise: Washington State solar recycling mandate..Churches become solar-plus-storage resilience hubs in Louisiana. And more.
Battery anode AD/CVD case moves forward, threatening to double U.S. battery costs
The United States International Trade Commission has affirmed it will move forward with antidumping and countervailing duty investigations, which may lead to tariffs as high as 920% on a critical battery material.
Trump policy risks to battery energy storage industry
Five major risks are on the horizon, said Clean Energy Associates.
Sunrise brief: Antidumping investigation could more than double cost of U.S. EV battery, energy storage
Also on the rise: Perovskite-silicon solar cell achieves 28.6% efficiency, ready for mass production. Energy experts urge California Governor to reject anti-rooftop solar executive order. And more.
Solar trade headwinds
Prices across the solar supply chain remained in bearish territory into the fourth quarter of 2024. Trade and regulatory developments have continued to preoccupy the industry and dampen trading activity.
U.S. solar cell manufacturing begins, with sights set on supply chain gap
According to the U.S. Solar Market Insight Q4 2024 report, domestic module manufacturing will be able to keep up with the rapid pace of growth in the U.S. solar industry, and cell production is ramping up.
Solar developer reduces tariff risk by engaging with supply chain platform
For NewSun Energy, the Anza platform serves as part of its procurement arm, helping the developer mitigate module supply risk and secure fixed pricing and terms despite pending tariffs.
