Supply Chain Research

President Trump’s trade advisor, Peter Navarro, has stated that it is “unfortunate that China continues to attack America’s solar industry with its unfair trade practices and attempted end runs around the tariff”. That refers to an exemption for bifacial panels from section 201 duties where a court ruling is due shortly. There has been a surge in imports of solar panels recently, with a 115% year over year expansion in 3Q and a further 123% jump in seaborne shipments in October. A key tax credit for new solar farms lapses at the end of this year. Yet, imports remain below 2016 levels – t...