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US Tariff Threat Risks Own Goal in Solar Trade War
Jun 26, 2024
Solar module oversupply leads to record low prices, US companies seek tariffs on Asian manufacturers, impact on US solar manufacturing and global markets discussed, potential drawbacks of tariffs for US solar projects and economy highlighted
38:04
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Quick takeaways
- US solar industry faces challenges due to tariffs on module prices, limiting choices and impacting costs.
- Tariffs target solar factories in Southeast Asia, aiming to promote US manufacturing despite challenges in growth and profitability.
Deep dives
Impact of Tariffs on US Solar Industry
The US solar industry faces challenges due to the impact of tariffs on solar module prices. With US developers paying three times more for modules than developers in Europe, the tariffs have limited module choices to factories outside of China. Although utility scale projects incur a significant portion of costs from modules, US tax credits have mitigated the higher prices, supporting solar deployments.
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