Name: Tariffs Are Taking Effect on U.S. Solar Energy
Uploaded: 2025-09-22T15:19:00Z
Duration: 3 min 35 s
Description: The pause on U.S. solar tariffs has ended, and OPIS’ Colt Shaw joins Barron’s Laura Sanicola to discuss the implications for importers, manufacturers, and the overall market.

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The pause on U.S. solar tariffs has ended, and OPIS’ Colt Shaw joins Barron’s Laura Sanicola to discuss the implications for importers, manufacturers, and the overall market.

https://m.wsj.net/video/20250922/0aaee697-197c-48e1-8ae5-c2d0d4cd15a8/1/hls/manifest-hd-wifi.m3u8

Tariffs Are Taking Effect on U.S. Solar Energy

Hi, everyone, this is Laura Sanicola, author of "Barron's Energy Insider," and I'm here today with Colt Shaw, senior editor for US Solar at OPIS. Colt, thanks for joining me.

Of course, thanks for having me back.

So I figured it was about time for a solar update. US Court recently overturned President Biden's pause on solar tariffs and said that duties on imported panels must be collected retroactively, in some cases, as high as 250%. Can you just give us a rundown of what this means for the solar industry and investors right now, especially in the US?

Yeah, well, at a high level, it basically means anyone who acted as an importer of record for moduling ports from Southeast Asia from 2022 to 2024 June of those years is on the hook here. It gets a little bit more complicated than that just because I think basically the industry was so preoccupied this year with IRA tax credit modifications and all these concurrent trade probes. So I think this kind of came outta nowhere and I think the industry has kind of spent like the last month grappling with exactly the fallout. I think there's some sense that maybe big corporations are a little bit more insulated or have some more, kind of mitigation efforts at their disposal. But definitely, some companies are going to be in hot water and scrambling to kind of figure out exactly what this means. So I think, finally, after about a month, we're seeing some kind of organized appeal. I think this week, I believe a couple days ago, American Clean Power Association joined with some panel manufacturers to kind of officially file an appeal and move that forward. So, we'll see where that goes. There might be some kind of legislative effort just because we're talking like $54 billion according to one estimate I've seen. So it's a huge deal, and I think the industry's kind of still putting its head together to figure out the exact way to kind of mitigate the fallout.

So when we think of the companies that could benefit from this situation, top of mind, First Solar's the only US solar manufacturer that's publicly listed. How are they impacted, and how are others in a similar situation impacted?

Yeah, it's tough to say kind of off the bat because I believe cells were impacted as well. So, domestic assemblers who were bringing in cells from Southeast Asia, as they kind of ramped up their own US assembly plants, could be on the hook for these tariffs as well. But I would say, long term, kind of, it's another kind of barrier thrown up against imports from Southeast Asia and just kind of adds to the risk and uncertainty that I think a lot of domestic assemblers are kind of relying on as they try to attract more customers for frankly, modules that have a pretty steep premium. But as these kind of tariff investigations and additional retroactive tariffs pile up, we kind of artificially raise the price to where it's not that much more of a leap to just pay a few more cents per watt in order to avoid the threat of tariffs hitting two years later or retroactive tariffs from an anti-dumping probe. So I think long term, they're kind of looking at using the stick rather than the carrot in terms of repositioning US solar manufacturing. And I think this is kind of the latest in that, but we'll see how it plays out once the actual appeal works its way through the courts. I don't expect anyone to immediately start writing checks. I think there's probably gonna be kind of a concerted pushback to this.

Alright, thanks so much, Colt, and thanks everyone for joining. We'll see you next week.