US EditionUS Solar’s Hoarding Habit Will Help Blunt Sting From Trump Tariffs
- Greenalia is progressing with its $295 million solar project in Texas, backed by Mitsubishi UFJ Financial Group and Nomura Securities International, expected to start operations later this year.
- The U.S. Government is finalizing additional tariff rates on solar components from Southeast Asia, which could impact 80% of American solar imports from this region.
- First Solar's stock rose about 4% following new tariffs announced by the U.S. Government, positioning it as a winner amidst market challenges.
- Silicon Ranch, supported by AIP Management's investment, is expanding its solar portfolio across several southern states, demonstrating resilience against political challenges in the clean energy sector.
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First Solar shines but most solar names fall sharply as tariffs hit southeast Asia supply
Most solar shares trade lower after President Trump unveiled sweeping tariffs on imports to the U.S., including heavy levies on countries that are major manufacturers of solar products.
·United States
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pv magazine USA+2 Reposted by 2 other sources
U.S. reshapes the non-China solar supply chain
The U.S. Department of Commerce (DOC) revised antidumping and countervailing duties (AD/CVDs) on Vietnamese and Malaysian solar products in December 2024. The move has reshaped the non-Chinese supply chain, with further use of tariffs likely under the new administration, explains InfoLink’s Corrine Lin.From pv magazine 3/25 The imposition of AD/CVDs by the United States on solar modules from Vietnam, Malaysia, Thailand, and Cambodia has seen imp…
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