The U.S. Department of Commerce has recently announced its preliminary decision to impose anti-dumping and countervailing duties on certain solar modules imported from Malaysia, Thailand, Vietnam, and Cambodia. These tariffs, which vary by manufacturer and level of cooperation during the investigation, could reach as high as 3,521%. This inquiry began in 2024 following concerns that some Chinese companies were circumventing existing tariffs by routing production through Southeast Asia.

The final decision by the U.S. International Trade Commission (ITC) is expected in June 2025. While these developments have drawn attention across the industry, we believe this marks an important step in the long-term evolution of the U.S. solar sector.

A Strategic Shift Toward Domestic Resilience

At its core, this policy initiative reflects a broader national effort to strengthen domestic clean energy manufacturing and reduce dependence on overseas supply chains. While some uncertainty in the short term is natural, we see this as a catalyst for long-term resilience and growth across the U.S. solar industry.

How We’re Responding — Stability, Compliance, and Customer Confidence

As a committed U.S.-based solar distributor, our top priorities remain reliability, compliance, and service excellence. We have proactively prepared for scenarios like this and are fully equipped to navigate the current landscape without disruption to our partners or clients. Our key strategies include:

• Diversified sourcing from multiple compliant manufacturing regions including the U.S., Mexico, and others, reducing exposure to any single market;

• Priority access to IRA-compliant modules, ensuring continued eligibility for federal tax incentives and long-term policy benefits;

• Stable inventory levels to support ongoing and upcoming projects with no anticipated delays;

• Ongoing policy tracking and client advisories to help our partners understand potential impacts and plan effectively.

We believe that today’s challenges are part of the natural transition from rapid global expansion to sustainable, high-quality growth within the U.S. solar market.

Looking Ahead with Confidence

Despite global uncertainties, the commitment to clean energy in the U.S. remains stronger than ever. From the extension of federal tax credits to the implementation of the Inflation Reduction Act, policy support for renewable energy continues to provide a clear, long-term framework for investment and innovation.

This period of adjustment will help reinforce the industry’s foundations — encouraging higher standards, more localized production, and smarter energy solutions.