Trade tariffs have caused ‘devastating harm’ to US solar industry

Facebook
Twitter
LinkedIn
Reddit
Email
Image: Gag SKidmore.

Tariffs introduced to imported solar cells and modules have caused “devastating harm” to the US solar industry, new analysis compiled by the Solar Energy Industries Association has claimed.

Released ahead of the start of the midterm review process for the Section 201 tariffs in question, SEIA’s analysis claims that trade tariffs have prevented billions of dollars in new private sector investment, cost more than 62,000 jobs and meant that 10.5GW of installations have collapsed.

This article requires Premium SubscriptionBasic (FREE) Subscription

Unlock unlimited access for 12 whole months of distinctive global analysis

Photovoltaics International is now included.

  • Regular insight and analysis of the industry’s biggest developments
  • In-depth interviews with the industry’s leading figures
  • Unlimited digital access to the PV Tech Power journal catalogue
  • Unlimited digital access to the Photovoltaics International journal catalogue
  • Access to more than 1,000 technical papers
  • Discounts on Solar Media’s portfolio of events, in-person and virtual

Or continue reading this article for free

Furthermore, the trade body’s analysis claims that each day the trade tariffs continue to be in place costs the US more than US$10.5 billion in lost economic activity, while each new job in manufacturing created by the tariffs costs an additional 31 jobs further down the supply chain.

SEIA has also raised concerns that the Section 201 tariffs stand to unduly hit nascent markets in the US such as Alabama, Nebraska, Kansas and the Dakotas, claiming these markets “won’t be able to get off the ground” as the trade barriers are making the technology uncompetitive.

Abigail Ron Hopper, president and chief executive at SEIA, said the industry was now starting to feel the impacts of the Trump administration’s tariff policy which it first warned about two years ago.

“This stark data should be the predicate for removing harmful tariffs and allowing solar to fairly compete and continue creating jobs for Americans,” she said.

The analysis has been released amidst a wider campaign from SEIA to repeal the tariffs, starting 5 December 2019 when a rally will be held outside the US International Trade Commission building in Washington DC.

The Section 201 tariffs were imposed by the Trump administration early last year, introducing a 30% tariff on solar cells and modules imported to the US in a decision prompted by the Section 201 trade case brought forward by Suniva.

While the tariffs have boosted the fortunes of manufacturers with facilities in the US, much of the country’s domestic solar supply chain has condemned the tariffs for their detrimental impact at a time of significant need for greater renewable power.

The matter was further complicated in October this year, when a loophole for bifacial modules was slammed shut, then effectively re-opened a month later when SEIA gained a temporary restraining order on the withdrawal of the exemption for bifacial modules.

17 June 2025
Napa, USA
PV Tech has been running PV ModuleTech Conferences since 2017. PV ModuleTech USA, on 17-18 June 2025, will be our fourth PV ModulelTech conference dedicated to the U.S. utility scale solar sector. The event will gather the key stakeholders from solar developers, solar asset owners and investors, PV manufacturing, policy-making and and all interested downstream channels and third-party entities. The goal is simple: to map out the PV module supply channels to the U.S. out to 2026 and beyond.
7 October 2025
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 7-8 October 2025 is our third PV CellTech conference dedicated to the U.S. manufacturing sector. The events in 2023 and 2024 were a sell out success and 2025 will once again gather the key stakeholders from PV manufacturing, equipment/materials, policy-making and strategy, capital equipment investment and all interested downstream channels and third-party entities. The goal is simple: to map out PV manufacturing in the U.S. out to 2030 and beyond.
21 October 2025
New York, USA
Returning for its 12th edition, Solar and Storage Finance USA Summit remains the annual event where decision-makers at the forefront of solar and storage projects across the United States and capital converge. Featuring the most active solar and storage transactors, join us for a packed two-days of deal-making, learning and networking.

Read Next

April 29, 2025
The recent domestic content regulations and trade policies have prompted caution in the US from suppliers for long-term projections, according to a report from Anza.
April 29, 2025
Developer Nexamp has closed a US$340 million debt refinancing for a portfolio of distributed solar and energy storage projects in the US.
April 28, 2025
Beleaguered Norwegian silicon producer REC Silicon has received a buyout offer from its largest shareholder, Hanwha Corporation.
April 25, 2025
Vietnamese solar manufacturer Boviet Solar has opened its first US module assembly plant, in North Carolina, with an annual nameplate capacity of 2GW.
April 24, 2025
The US state of New Jersey has launched its third solicitation of the CSI Program, seeking 300MW of solar PV and 160MWh of energy storage.
April 24, 2025
US material recovery firm OnePlanet has closed two financing deals to aid the development of a solar module recycling facility in Florida.

Subscribe to Newsletter

Upcoming Events

Media Partners, Solar Media Events
May 7, 2025
Munich, Germany
Solar Media Events
May 21, 2025
London, UK
Solar Media Events
June 17, 2025
Napa, USA
Solar Media Events
July 1, 2025
London, UK
Solar Media Events
July 1, 2025
London, UK