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The more depressing problem is that the US is raising trade barriers for solar equipment made outside of China nearly as fast. I think that the current administ

The more depressing problem is that the US is raising trade barriers for solar equipment made outside of China nearly as fast. I think that the current administration just dislikes solar power, and only a part of that animosity is due to its tough-on-China stance. "South Korea files WTO complaint over US solar tariffs" https://www.pv-tech.org/south-korea-challenging-us-solar-tariffs-at-wto/ https://www.pv-tech.org/south-korea-challenging-us-solar-tar... "US DOC issues steep AD/CVD tariffs on Southeast Asian solar cells" https://www.pv-tech.org/us-doc-issues-ad-cvd-tariffs-on-southeast-asian-solar-cells/ https://www.pv-tech.org/us-doc-issues-ad-cvd-tariffs-on-sout... The US Department of Commerce (DOC) has issued anti-dumping and anti-subsidy tariffs against solar cell imports from Thailand, Vietnam, Malaysia and Cambodia. "A Casualty of Trump’s Tariffs: India’s Nascent Solar Industry" https://www.nytimes.com/2025/08/27/climate/india-solar-panels-tariff-exports.html https://www.nytimes.com/2025/08/27/climate/india-solar-panel... "Solar products from Mexico and Canada slapped with tariffs for first time" https://www.solarpowerworldonline.com/2025/02/solar-products-from-mexico-and-canada-slapped-with-tariffs-for-first-time/ https://www.solarpowerworldonline.com/2025/02/solar-products...

jameslk 1y ago
I’d be curious how much of the goal of the tariffs is for solar actually produced in those countries vs just slightly modified goods from China. That’s one reason tariffs don’t work when they aren’t applied universally I don’t doubt that another benefit is the current admin just simply doesn’t like solar of course
- philipkglass 1y ago
  I know that at least Malaysia, Mexico, and South Korea had genuinely independent solar manufacturing that was not just repackaging Chinese components. In reading the solar industry trade press, I haven't seen indications that the new tariffs are targeted to fight "leakage" of Chinese products via intermediary countries. They seem aimed at keeping import prices elevated across the board.
  - alephnerd 1y ago
    In India's case it appears to be an attempt to strongarm a trade deal - Indian energy firms that have invested heavily in the solar and renewables manufacturing chain like Reliance Group and Adani Group are diversified energy companies that are also competing against American ONG majors like Exxon and Chevron. Heck, the additonal 25% tariff on India for Russian oil imports only came up after Exxon started lobbying to re-enter the Russian market [0], but the Russians sold Exxon's Russian assets to India's ONGC [1]. [0] - https://www.bloomberg.com/news/articles/2025-09-18/exxon-says-russia-talks-focused-on-expropriated-sakhalin-1-asset https://www.bloomberg.com/news/articles/2025-09-18/exxon-say... [1] - https://interfax.com/newsroom/top-stories/113881/ https://interfax.com/newsroom/top-stories/113881/

jameslk 1y ago

I’d be curious how much of the goal of the tariffs is for solar actually produced in those countries vs just slightly modified goods from China. That’s one reason tariffs don’t work when they aren’t applied universally I don’t doubt that another benefit is the current admin just simply doesn’t like solar of course

philipkglass 1y ago
I know that at least Malaysia, Mexico, and South Korea had genuinely independent solar manufacturing that was not just repackaging Chinese components. In reading the solar industry trade press, I haven't seen indications that the new tariffs are targeted to fight "leakage" of Chinese products via intermediary countries. They seem aimed at keeping import prices elevated across the board.
- alephnerd 1y ago
  In India's case it appears to be an attempt to strongarm a trade deal - Indian energy firms that have invested heavily in the solar and renewables manufacturing chain like Reliance Group and Adani Group are diversified energy companies that are also competing against American ONG majors like Exxon and Chevron. Heck, the additonal 25% tariff on India for Russian oil imports only came up after Exxon started lobbying to re-enter the Russian market [0], but the Russians sold Exxon's Russian assets to India's ONGC [1]. [0] - https://www.bloomberg.com/news/articles/2025-09-18/exxon-says-russia-talks-focused-on-expropriated-sakhalin-1-asset https://www.bloomberg.com/news/articles/2025-09-18/exxon-say... [1] - https://interfax.com/newsroom/top-stories/113881/ https://interfax.com/newsroom/top-stories/113881/