U.S. Solar Makers Escalate Trade War: New Petitions Target India and Others

Trade tensions flare as American solar manufacturers take aim at global competitors.

Protectionism or Progress?

The U.S. solar industry just lobbed another grenade in the ongoing trade wars—this time targeting India and other key players. Fresh petitions allege unfair trade practices, but critics call it desperate protectionism masking a lack of innovation.

Solar Showdown Heats Up

With domestic manufacturers struggling to compete, these petitions reek of Wall Street's favorite playbook: when in doubt, litigate your way to market share. Meanwhile, installers brace for price hikes as the industry's addiction to tariffs continues.

One thing's clear: in the race for clean energy dominance, America's solar strategy appears stuck in litigation mode—while the sun keeps rising on competitors' factories.

Solar exports are fresh targets in an old battle

The MOVE comes a few months after the U.S. International Trade Commission (ITC) voted in favor of imposing tariffs on imports from four Southeast Asian countries, Malaysia, Vietnam, Cambodia, and Thailand, accusing Chinese producers of using those regions to bypass earlier trade restrictions.

With this latest filing, American manufacturers are extending their focus to newer manufacturing hubs tied to Chinese capital and production.

At the heart of the petition is the claim that solar panel exports from India, Indonesia, and Laos are unfairly benefiting from subsidies and are being sold in the U.S. at artificially low prices, a practice known as dumping. According to the Alliance, these exports undercut the pricing of domestic manufacturers and threaten the future of America’s solar industrial base.

Chinese companies, facing years of aggressive U.S. tariffs, have in recent years shifted manufacturing capacity to friendlier jurisdictions, including India and several ASEAN countries, to retain access to Western markets. That strategy now appears to be facing mounting scrutiny.

Ripple effects for global supply chains

The trade petitions are the latest chapter in a U.S.–China decoupling effort, particularly in green tech and clean energy sectors. The solar industry has become a focal point for strategic competition, with the U.S. seeking to boost critical manufacturing and reduce reliance on Chinese supply chains.

India, for its part, has emerged as a major beneficiary of the global solar pivot. In addition to attracting Chinese firms, Indian solar manufacturers have ramped up exports to the U.S., capitalizing on the void created by trade penalties against other Asian suppliers. But this latest petition could complicate those gains, drawing India deeper into a web of U.S. trade enforcement actions.

A recent report highlighted how Indian firms are expanding rapidly to fill U.S. demand, with support from domestic policies like India’s production-linked incentives. But with their supply chains still linked with Chinese machinery and materials, they remain vulnerable to being caught in geopolitical crossfire.

While American manufacturers welcomed the petition, other parts of the solar ecosystem are voicing concern. The Solar Energy Industries Association (SEIA), which represents developers and installers, has warned in the past that additional tariffs could drive up costs for solar projects and slow the pace of deployment.

The U.S. Commerce Department is expected to review the petition. If it finds merit in the claims, the Commerce Department could initiate an investigation that WOULD lead to steep tariffs on the named countries.

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