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U.S. Finalizes Tariffs on Southeast Asian Solar Imports, Reaching Up to 3,521%

The Commerce Department's decision targets alleged Chinese subsidies and dumping, with final approval pending from the International Trade Commission in June.

Workers walk between solar cell panels over the water surface of Sirindhorn Dam in Ubon Ratchathani, Thailand April 8, 2021. Picture taken April 8, 2021 with a drone. REUTERS/Prapan Chankaew
A machine etches solar cells at the Hanwha Q Cells solar cell and module manufacturing facility in Dalton, Georgia on Oct. 6, 2022.
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Overview

  • The U.S. Department of Commerce has imposed anti-dumping and countervailing duties on solar imports from Cambodia, Vietnam, Malaysia, and Thailand, with rates as high as 3,521%.
  • Cambodia faces the steepest tariffs due to non-cooperation with the investigation, while Malaysia has the lowest countrywide rate at 34.4%.
  • The year-long investigation found that manufacturers in these countries benefited from Chinese subsidies and sold products at below-market rates, harming U.S. manufacturers.
  • The tariffs, if finalized by the International Trade Commission in June, are expected to bolster U.S. solar panel manufacturers but may increase costs for renewable energy developers reliant on imports.
  • In 2024, the U.S. imported $12.9 billion worth of solar equipment from the four targeted countries, representing 77% of total module imports.