Solar Panel Assembly in the facility of Maxeon in Mexico.
President Donald Trump announced A new rate of 25% on the input from Canada and Mexico and a 10% extra rate on the input from China, from 4 February at 12:01 pm et. “Energy sources” from Canada will have a lower rate of 10%, but this rate is probably exclusive for oil and gas imports as defined by Trump’s January 20 National Energy Emergency Executive Orderaccording to Law firm Wit & case.
The executive order of the president does not contain a list of applicable products, but may apply to all imported merchandise. White & Case anticipates a complete list of Tarifed products will be released in a follow-up message.
The increase will bring rates for some Chinese solar products up to 60% and for the first time introduce rates for solar products from Canada and Mexico.
In December 2024, the American trade representative of President Biden increased the rates for certain Tungsten products, waffles and polysilicon made in China. The rates for wolf tray products rose to 25%, and the rates for solar waffles and polysilicon rose to 50%, of 1 January 2025. The new rates could yield those figures up to 35%and 60%respectively.
When Solar Power World It is reported earlier, it is unlikely that the American solar panel assemblers interact a lot with Chinese solar waffles, because much of the range comes to the United States instead of Southeast Asian countries – which now have their own antidumping and counterVailing tasks. Avoiding Chinese polysilicon is more difficult – seven of the top 10 global polysilicon producers are in China.
Outside of China, some large American solariers will be hit by new rates in Canada and Mexico, including manufacturers of solar panels Helieen, Silfab and Maxeon and manufacturer of the Hymiles inverter.