Chinese-Backed Southeast Asian Solar Manufacturers Hit With Steep Duties
What’s new:The U.S. Department of Commerce finalized high tariffs on solar cells and panels from Cambodia, Malaysia, Thailand, and Vietnam.
* Cambodia was hit hardest: one group of companies faces a 3,521% total tariff.
* These tariffs target Chinese-owned and Chinese-backed manufacturers accused of bypassing existing tariffs by producing in Southeast Asia.
* The trade case is part of a long-running dispute that began in 2012, when U.S. manufacturers accused China of dumping solar panels into the American market.
What’s next:The U.S. International Trade Commission will decide by June 2 whether these imports are harming domestic manufacturers. If so, the tariffs take effect.
Why it matters:This could reshape solar supply chains and pricing, especially for utility-scale projects, and further pressure manufacturers to expand U.S.-based production.
Solar Policy Reform Sweeps The U.S.
What’s new:Nearly every U.S. state acted on solar policy in the first quarter of 2025, according to the latest 50 States of Solar report from the NC Clean Energy Technology Center.
* 193 policy actions were taken across 47 states, D.C., and Puerto Rico.
* Top focus areas: net metering, community solar, and residential fixed charges.
* States are increasingly moving beyond traditional net metering models and launching permanent community solar programs.
Why it matters:States are recognizing that community solar is a great option for helping low-income homeowners lower their utility bills, but may be moving away from Net Metering as an incentive to make solar more enticing.
New Jersey Expands Community Solar Program By 250 MW
What’s new:The New Jersey Board of Public Utilities opened another 250 MW in its Community Solar Energy Program, bringing the total to over 750 MW.
* 51% of new capacity must serve low- and moderate-income residents.
* 28,000+ subscribers have saved a combined $7 million since the pilot launched.
* Program updates include automatic enrollment, consolidated billing, and simplified eligibility.
What’s next:Registrations for new projects open April 30 and will be accepted on a rolling basis.
Why it matters:More and more states are expanding or creating community solar programs, acknowledging their potential to help low-income residents with ever-increasing power bills.
Helpful Articles to Learn More
Commerce reveals final tariff amounts on Southeast Asian solar imports
Can 3,500 Percent Tariffs Protect the U.S. Solar Industry?
NCCETC report: US busy with net metering, community solar policy in Q1
New Jersey expands community solar program by 250 MW
