Analysis: A Biden-era policy to suspend the payment of duties on Southeast Asian module imports looks set to backfire badly on an already under-pressure US solar industry.
US solar companies could potentially pay “tens of billions” of dollars in retroactive duties on products imported from Southeast Asia between June 2022 and June 2024, following a decision from the US Court of International Trade (CIT).
Indian PV manufacturers are facing a double hit from US trade tariffs and anti-dumping measures on products sold in America. Shreeyashi Ojha reports on how these are impacting their business models.
The US Department of Commerce has initiated antidumping duty and countervailing duty investigations of crystalline silicon PV cells, whether or not assembled into modules from India, Indonesia, and Laos.
US solar module manufacturer First Solar saw sales and net profits increase in Q2 2025, as it forecasts a strong performance under the Trump administration’s industrial and trade policy changes.
US-based solar manufacturer T1 Energy has expressed support for the US government’s tariff investigations into global polysilicon imports and solar products from Laos, Indonesia and India.
The investigation launched on polysilicon under Section 232 could present the biggest supply chain challenge to the US solar industry, according to analyst Wood Mackenzie.
