The U.S. has reached two million solar power installations, double the level of three years ago. That’s come despite the imposition of tariff-rate quotas (TRQ) after the section 201 review by the Trump administration in Jan. 2018. Despite the TRQ there was a 110.8% rebound in seaborne imports of solar panels in the three months to Apr. 30. There has been a shakeup in leading suppliers though. Jinko Solar accounted for 20.8% of imports, mostly from Malaysia, after a 10.6x surge in shipments. Longi also relied on Malaysia for its 13.1% share of shipments while Trina and Vina Solar’s import...
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