SEIA warns of ‘devastating’ impact of AD/CVD investigations on US solar sector

Facebook
Twitter
LinkedIn
Reddit
Email
SEIA said the duties could jeopardise the deployment of 18GW of US solar by 2023. Image: SEIA via Twitter.

Trade body the Solar Energy Industries Association (SEIA) has urged the US Department of Commerce (DOC) to throw out petitions from an alliance of companies that are pushing for investigations into alleged circumvention of antidumping and countervailing duties (AD/CVD) on solar PV cells from China.

In a letter sent to Commerce Secretary Gina Raimondo yesterday (Monday), SEIA said the initiation of investigations “would freeze supply chains and have a devastating effect” on the US solar sector, adding that “damages have already begun and will continue until this petition is outright rejected”.

This article requires Premium SubscriptionBasic (FREE) Subscription

Try Premium for just $1

  • Full premium access for the first month at only $1
  • Converts to an annual rate after 30 days unless cancelled
  • Cancel anytime during the trial period

Premium Benefits

  • Expert industry analysis and interviews
  • Digital access to PV Tech Power journal
  • Exclusive event discounts

Or get the full Premium subscription right away

Or continue reading this article for free

“A shadow group of anonymous petitioners are recklessly asking our government to misinterpret US law, upend the lives of thousands of American families and undermine any hope we have to mitigate the devastating impacts of climate change,” said SEIA CEO Abigail Ross Hopper.

The letter relates to petitions filed in August by a group of companies called American Solar Manufacturers Against Chinese Circumvention (A-SMACC) that called on the DOC to determine whether imports of solar cells that have been further manufactured in Vietnam, Thailand and Malaysia, using wafers manufactured in China, are circumventing the AD/CVD orders on solar cells from China.

A-SMACC said in an August statement that the filing “will ensure that the playing field for American solar manufacturing is level and ready for the scaled investments necessary to address climate change”.

While the DOC last month asked for additional details, including the name of each member of A-SMACC, before it would consider the merits of its requests for anti-circumvention rulings, the group has yet to publicly reveal the identities of its members.  

Responding to DOC requests earlier this month, Wiley, the law firm representing A-SMACC, said that revealing the identities publicly “would create significant risks of potentially crippling retaliation by the Chinese government”.

Having previously warned that the duties called for by A-SMACC could derail the US’ efforts to tackle climate change and jeopardise the deployment of 18GW of solar in the country by 2023, SEIA said in its letter yesterday that “the potential for preliminary tariffs is exacerbating global supply chain challenges”.

“Any further delay will cause additional harm to the broader solar industry. The Department must address the legal requirements for initiation during the statutory petition review period,” Ross Hopper said in the letter.

SEIA is instead calling for federal investments to drive US solar production, such as a proposed bill from Senator Jon Ossoff that would provide credits for US manufacturers at each stage of the PV manufacturing supply chain, from polysilicon production to solar cells and modules.

The Solar Energy Manufacturing for America Act, as it has been dubbed, would create 27,000 direct manufacturing jobs in the solar module value chain by 2025 and 40,000 jobs by 2030, according to SEIA, which is calling for a ten-fold increase in US solar manufacturing capacity to reach 50GW of annual production capacity by the end of this decade.

Read Next

Premium
June 12, 2026
China, the world’s largest PV market, is poised to lead sustainable solar module recycling and circular manufacturing, writes Huan Li.
June 12, 2026
Lu Chuan, chairman of CHINT and its subsidiary Astronergy, outlines his prudent approach to navigating the difficulties facing China's PV manufacturers.
June 10, 2026
JA has dropped ‘solar’ from its name to reflect its shift from PV manufacturing to a wider clean energy technology and services brief.
June 10, 2026
New figures from SEIA and Wood Mackenzie reveal that solar and storage accounted for 91% of new additions to the US grid in Q1 2026.
June 8, 2026
Chinese solar tracker producer Arctech Solar signed 3GW of supply deals at the SNEC conference in Shanghai, China, last week.
June 4, 2026
The opening of this week’s SNEC show in Shanghai was marked by a shared recognition of the need for China’s PV industry to move beyond unchecked capacity expansion and brutal competition, writes Carrie Xiao.

Upcoming Events

Solar Media Events
June 16, 2026
Napa, USA
Media Partners, Solar Media Events
June 30, 2026
Sacramento, California
Media Partners, Solar Media Events
August 25, 2026
São Paulo, Brazil
Media Partners, Solar Media Events
September 1, 2026
Mexico City, Mexico
Media Partners, Solar Media Events
September 9, 2026