CPA’s new solar report, The U.S. Solar Supply Chain 2025: Building a Strong and Resilient American Solar Industry, highlights the urgent challenges facing domestic solar manufacturing despite over a decade of tariffs, federal incentives, and private investment. The report reveals how massive Chinese overproduction and predatory trade practices have flooded the U.S. market with cheap imports, crippling demand for domestically produced modules. It warns that without decisive policy action, the U.S. risks losing its solar manufacturing base entirely. The report also outlines key recommendations to strengthen U.S. solar production, secure supply chains, and ensure America’s energy independence. With the right policies in place, the U.S. solar industry can thrive as a cornerstone of America’s renewable energy future.
The NTE report specifically identifies significant barriers and illicit trade practices, particularly involving China, impacting the solar, automotive, and steel industries, underscoring the urgent need for robust U.S. enforcement to address transshipment and tariff evasion.
In June 2022, the Biden administration introduced a two-year tariff moratorium, temporarily suspending import duties on solar cells and panels from four key Southeast Asian exporting nations—Cambodia, Malaysia, Thailand, and Vietnam.
As the United States looks to compete in these advanced industries, it’s important to remember the two building blocks that undergird them: Steel and aluminum.
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