The geopolitics of solar are impacting a number of top China solar companies. Trina Solar is the latest. Tariffs on solar made in their southeast Asian factories were increased this month for circumventing duties, and a $235 million investment into Texas was sold in late 2024.
The report highlights the critical state of the U.S. domestic solar manufacturing industry and lays out actionable policy recommendations to secure America’s abundant energy future through a diversified energy portfolio that includes a robust advanced solar manufacturing technology supply chain, while reducing dependence on Chinese imports.
Widely regarded as one of the nation’s leading experts on tariffs, industrial policy, economic modeling, and trade policy, Ferry’s contributions to CPA and the broader economic policy landscape have been transformative.
Biden’s signature climate change-related spending policy, the Inflation Reduction Act, is said to be going under the knife once Trump takes office in January. But with Republican districts now full of solar, and solar manufacturing facilities, the real risk is changes to the so-called 45X tax credit.
CPA looks forward to working with Jamieson Greer to advance a robust trade agenda that prioritizes domestic production, holds trade violators accountable, and strengthens America’s industrial base.
CPA will be working closely with President-Elect Trump’s team to craft policies that will make a lasting impact on U.S. trade and industrial policy.
A new solar company called Ebon Solar has secured a $10 million grant from the state of New Mexico, along with $1 million in financing and another $1 billion in a state-backed bond, to build an 834,000-square-foot solar cell manufacturing facility near Albuquerque.
Proposals for new tariffs face a lot of criticism these days, from the media, from economists, and from foreign policy types. Part of the reason is that it’s Donald Trump making the proposals and many in those groups don’t like Trump. But the fact is that tariffs can work to build our economy. They have worked before and they have worked recently as well.
The U.S. Department of Commerce yesterday made a significant preliminary determination in its investigation into solar imports from Vietnam, Cambodia, Malaysia, and Thailand, confirming illegal trade practices through foreign subsidies.
This decision represents a significant step toward protecting American solar manufacturers and the billions of dollars in U.S. investments at risk from China’s predatory and illegal trade practices.
