The 2014 U.S.-China Solar Trade Dispute: Status, Strategies and Market Impacts

by Shayle Kann

Despite the now nearly three years of ongoing solar trade disputes between the U.S. and China, GTM Research has found that both the tariff process and its potential outcomes remain poorly understood by much of the solar industry. This new report presents the status and provisional outcomes from the latest petition (filed by SolarWorld on December 31, 2013) for a specific time period: after the preliminary decision regarding countervailing duties on China (June 4, 2014) and before the preliminary determination regarding antidumping duties on China and Taiwan (July 24, 2014). Despite the ongoing nature of the case, we believe there is valuable insight to be gained from an overview of the current status and potential outcomes of this latest battle.

FIGURE: Estimated Delivered Chinese Module Pricing into U.S. Market based on Tariff Mitigation Strategy, H2 2014E

Source: GTM Research

The 30-page report provides an overview of the initial, currently under order tariffs on Chinese cells and the latest developments in the 2014 tariff petition, compares potential strategies for Chinese suppliers to continue shipping product into the U.S., and discusses potential market impacts of the case as it stands today.

Companies covered include:

Canadian Solar | First Solar | Gehrlicher Solar | Hanwha SolarOne | JA Solar | JinkoSolar | LG Solar | REC Solar | ReneSola | Silevo | SolarCity | SolarWorld | Suniva | SunPower | Trina Solar | Yingli Solar

Shayle Kann Senior Advisor

Shayle Kann advises GTM Research, the market analysis, advisory and consulting division of Greentech Media. GTM Research analyzes and forecasts the dynamics impacting the transformation of the global electricity sector. An expert on next-generation energy, he has presented at conferences around the world, been featured in publications such as The Economist, New York Times, Wall Street Journal, Washington Post, Forbes, Bloomberg, Reuters, and Financial Times, spoken at Harvard, Yale, MIT and Columbia, and testified in front of the U.S. House of Representatives.

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