A tightened U.S. solar trade environment – pv
For solar equipment, 50% of the cost must not be provided from prohibited foreign entities. This increases to 85% in 2029.
According to the United States government, certain Chinese producers have been circumventing US import duties by exporting solar energy equipment from Southeast Asian countries to the US. New steep import tariffs are scheduled to be imposed on these companies in June 2024.
When the presidential moratorium on new solar tariffs on imports from Southeast Asia expires next June, imports of solar cells and modules from these five companies will be subject to the tariffs faced by Chinese solar manufacturers, with the tariff level ranging from 50 percent to 250 percent of the import value.
Exclusions for solar manufacturing equipment, reduced to 14 from the 19 initially proposed: USTR's May Notice proposed 19 exclusions covering solar manufacturing equipment: five for equipment to manufacture solar modules; six for solar cells; and eight for solar wafers.
Since the imposition of the Obama-era tariffs, the share of US solar equipment imports directly from China has been almost completely phased out, with imports shifting to Southeast Asia. The recent DOC decision would expand these AD/CVD tariffs to cover imports from certain companies in Cambodia, Malaysia, Thailand, and Vietnam.
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