Impact of US trade barriers on solar PV supply chain: challenges
In terms of tariff rates alone, Turkey, Indonesia, and India seem to have the most favorable conditions for exporting cells and modules to the U.S., offering a cost-performance
India's solar module exports to the US are booming, driven by US restrictions on Chinese imports. Indian modules are cheaper, making them attractive. However, new US tariffs and investigations are creating concerns. India is also expanding its own solar production capacity to meet growing global and domestic demand.
Exclusions for solar manufacturing equipment, reduced to 14 from the 19 initially proposed: USTR's May Notice proposed 19 exclusions covering solar manufacturing equipment: five for equipment to manufacture solar modules; six for solar cells; and eight for solar wafers.
Since 2018, “safeguard” measures on Chinese-produced solar cells and modules have been in place and have been extended through 2026. The 2018 Presidential Proclamation implementing the recommendations of the USITC imposed a tariff-rate quota (TRQ) of 2.5 gigawatts (GW), allowing for up to that amount to be imported, above which tariffs are imposed.
As a result of the public input received, USTR announced certain products would be excluded from tariffs in September 2018, 25 and excluded further products in June 2019, including bifacial solar panels that absorb light and generate electricity on both sides of the panel (bifacial modules). 26
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