Featured in Moving in circles – 09-2024

The US is building a solar trade wall

Chinese companies with Southeast Asian production lines have taken advantage of the production costs and trade restrictions that make US panels more costly. However, shifting trade disputes are putting price advantages under the spotlight, writes InfoLink analyst Jonathan Chou.
From Laos (pictured) to Indonesia, Chinese companies are exploring new frontiers in Southeast Asia in response to tightening US trade restrictions aimed at neighboring nations. | Photo: SaigonJoe/Pixabay

 The United States has conducted antidumping and countervailing duty (AD/CVD) investigations into solar cells and modules imported from China since 2011 and imposed Section 301 tariffs on Chinese products, and Section 201 tariffs globally in 2018.As a result, Southeast Asian countries have become the world’s second-largest manufacturing hub outside of China as Chinese suppliers moved …

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