MARKET STRUCTURE · REGULATORY · GLOBAL
US preliminary countervailing duties on solar imports from India/Indonesia/Laos
Change
The US Commerce Department set preliminary countervailing duties of 126% on solar imports from India (and 81%–143% on Indonesia/Laos) after finding unfair subsidies, with a final determination scheduled for July 6.
Why it matters
Commerce’s preliminary subsidy finding imposes a 126% duty rate on Indian solar imports and 81%–143% on imports from Indonesia and Laos, changing landed-cost assumptions for US buyers. These three countries supplied 57% of US solar-module imports in 1H 2025, so the action directly impacts a large share of current sourcing. Developers that shifted supply chains after earlier US duties on four Southeast Asian countries now face renewed uncertainty and potential cost increases. The final determination is scheduled for July 6, and Commerce is also running a concurrent antidumping duty investigation covering solar cells from the same countries, adding a second channel for potential additional duties.
Implications
- • Higher landed costs for US solar modules sourced from India/Indonesia/Laos
- • Reduced effective supply options for US developers relying on these import channels
- • Contract pricing and project economics face near-term volatility pending final rates
- • Additional duty exposure possible via concurrent antidumping investigation
Who is affected
- • US solar project developers and EPC contractors sourcing imported modules
- • US solar module/cell importers and distributors
- • Indian, Indonesian, and Laotian solar manufacturers/exporters to the US
- • US domestic solar manufacturers competing with imported modules
Source
Topics
World & Politics Trade & Tariffs Law & Public Safety Regulatory Actions Energy & Power Renewable Energy