The U.S. International Trade Commission (ITC) made an affirmative determination in its final phase antidumping and countervailing duty investigations concerning Crystalline Silicon Photovoltaic Cells from Cambodia, Malaysia, Thailand, and Vietnam. This decision can lead to increased costs for solar components imported into the U.S.
Separately, conservative Republican lawmakers indicated they secured a commitment from leadership to end key clean-energy tax credits from the Inflation Reduction Act (IRA) earlier than planned. This move is part of a deal aimed at advancing President Donald Trump’s tax and spending package.
These regulatory and policy developments introduce significant uncertainty and potential cost increases for solar energy companies operating in the United States, including Emeren Group. The impact of escalating US reciprocal tariffs on imports from China is already a recognized risk, and changes to IRA tax credits could further affect project economics and development timelines.
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