Overview

• The U.S. International Trade Commission (ITC) unanimously determined that domestic solar manufacturers were harmed by subsidized imports from Malaysia, Thailand, Cambodia, and Vietnam.
• The Commerce Department is set to finalize and impose tariffs, with rates varying by country and exporter, including a maximum of 3,521% on Cambodian imports.
• The trade case was initiated by firms like Hanwha Qcells and First Solar to protect U.S. solar manufacturing investments from low-cost foreign competition.
• Solar developers and trade groups warn that the tariffs could raise costs for solar projects, potentially slowing renewable energy deployment in the U.S.
• Analysts report that solar supply chains are already shifting toward alternative markets such as India, Indonesia, and Laos to mitigate tariff impacts.