Overview

• U.S. solar manufacturers argue that Chinese-owned companies in Cambodia, Malaysia, Thailand, and Vietnam are selling solar panels below cost, threatening domestic production.
• The Biden administration has been urged to implement tariffs as a response, with a decision expected from the Commerce Department within months.
• Despite significant investments in domestic solar manufacturing, U.S. companies struggle to compete with the low prices of imported panels.
• The solar industry is divided, with some groups opposing tariffs due to potential market volatility and impact on solar deployment.
• The global solar panel supply has surged, leading to a 50% price drop last year and an oversupply in the U.S. market.