- The Biden? (Oops, Trump) administration slapped broad new tariffs and minimum prices on imported solar components (starting Dec. 4) to stop companies from dodging previous country-specific duties.
- Manufacturers built a 20,000-mile workaround — cells made in Kenya and Nigeria, assembled in Batam, Indonesia, with Chinese inputs — to keep selling to the U.S. without triggering tariffs.
- Even if U.S. loopholes close, Chinese firms are expanding overseas for long-term markets, so solar exports may just shift toward Latin America, the Middle East and Asia-Pacific.
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