Solar products made by Chinese companies’ overseas units or joint ventures are the target of a new round of US investigation into allegations that imports from Cambodia, Malaysia, Thailand, and Vietnam are unfairly subsidized and priced low.
Several US solar product makers formally sought the probe last month, stating tariffs are needed for imports of such goods. Given that Chinese solar companies are increasingly setting up production facilities in Southeast Asia, experts said the probe targets Chinese imports in response to petitions of US manufacturers reportedly struggling from fiercer market competition.
However, as China is diversifying its exports and the US solar industry is heavily relying on imports from Southeast Asia, any potential tariffs will hurt the consumers of such products in the United States more than the producers. Some experts say the burden of such tariffs will likely pass on to US solar project developers and consumers at large.
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