New Trump move casts another cloud over solar panel supply chains — Panjiva
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New Trump move casts another cloud over solar panel supply chains

China 3048 Energy - Renewables 205 South Korea 605 Tariffs 1866 Thailand 145 U.S. 5399 Vietnam 412

The Trump administration has tightened rules for imports of bifacial solar panels following a surge in shipments in the past 12 months. The initial section 201 “safeguarding” tariffs proved effective, but the application of exemptions for bifacial panels and a cut in tariff rates may have contributed to the growth. U.S. imports of panels from China jumped 20-fold in the three months to Aug. 31 versus a year earlier while those from Thailand and Vietnam rose by 181% and 23.3% respectively. The emergence of Thailand as a major supplier follows a similar trend from Vietnam in 2019 and raise...

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