Summary
Chinese solar companies, which control over 80% of the global solar market, have long avoided U.S. duties by shifting production to Southeast Asia.
Over 80% of U.S. solar imports now come from nations like Malaysia and Vietnam, but new U.S. tariffs are expanding to these regions.
In response, Chinese firms are exploring manufacturing in the Middle East.
Analysts say such measures expose the challenges of reducing U.S. reliance on China’s solar supply chain.
Okay great but also fuck you government officials because Going solar was a pain in the ass paperwork wise but I ordered my approved Chinese branded panels and they have been running for like 5 years already that was break even according to my calculations for my mom’s house. Now if I am going to be doing the same there’s more hoops? C’mon! No wonder solarization is moving too slow.
I did 3 kilowatts install for my mom and it took me and my brother 2 days to get it done. Easy peasy. Too much worry about not…not getting a profit out of my pocket. I spent only ~5000 not including my labor, my bro and some bits and pieces from homeless depo.
The maga peeps that say sanctions against Russia don’t work and then turn around to sanction themselves.
Move some manufacturing to Africa, maybe? Seems like that would be in-line with China’s goals, and would bring some much needed industry and jobs. (I can’t believe I’m rooting for China right now)
So China is able to turn the tariffs around to impact US businesses more than Chinese.
China will relocate consumer-ready production to other nations to avoid the price hike of the tariffs. The Chinese-manufactured textiles, plastics, and components used in domestic products will still be impacted by the tariffs, resulting in increased cost of domestically produced products using Chinese materials.
I work in ecomm and our factory had been exploring Mexico but settled on Vietnam, they’re in the process of moving key people over there now. I imagine most others are doing similar, tariffs were bad enough as is.