Featured in Outlook Obscured – 03-2025

US reshapes the non-China solar supply chain

The US Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.

By

pv magazine

05 Mar 2025

Antidumping and countervailing duties were already affecting the US solar supply chain before US President Donald Trump announced new tariffs. | Photo: Charles Delano/US Army Corps of Engineers

The imposition of AD/CVDs by the United States on solar modules from Vietnam, Malaysia, Thailand, and Cambodia has seen imports from those nations decline sharply. With US developers reliant on imports for now, countries outside those territories should benefit, although Malaysia could become more prominent, as its duties have been revised down.US thin-film PV manufacturer …

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