US Solar Manufacturers Push for Duties on Southeast Asian Imports Amid Price Hikes and Project Delays.

The AD/CVD investigation, launched by a coalition of US-based solar manufacturers, aims to apply duties to solar cell imports from Vietnam, Thailand, Malaysia, and Cambodia. The Department of Commerce (DOC) has begun an initial investigation into the petition. This has already caused price increases and delays in project timelines. The International Trade Commission (ITC) determination is due on 10 June, if the finding is negative, the investigation will stop. If positive, this could shift the landscape of solar supply to the US, as over 80% of US solar imports come from Southeast Asia. The domestic content tax adder, which adds a 10% bonus on top of the IRA’s 30% base-level Investment Tax Credit, has also become more attainable for developers following Treasury‘confirmative guidance.