Tariffs Shouldn’t Dim Solar Power Installations, Import Outlook Cloudier — Panjiva
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Tariffs Shouldn’t Dim Solar Power Installations, Import Outlook Cloudier

Energy - Renewables 99 Tariffs 1169 U.S. 3297

The imposition of duties on U.S. solar panel imports shouldn’t have a material impact on new installations, S&P Global Platts analysis shows, as hardware accounts for less than one third of costs. The tariffs have nonetheless had a material impact on upstream supply chains with 2Q imports having fallen by 29% sequentially and 37% on a year earlier. Some of that may be due to a buildup in inventories during the winter ahead of duties of course. The case may also have incentivized the import of higher quality products with the average import value per module reaching $100 in May vs. $...

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