U.S. Solar Outlook: Initial Reactions to Section 201 Decision
The White House announced on January 22nd that President Trump has issued a 30 percent year-one tariff on imported c-Si solar cells and modules. On January 23rd, the White House issued its official proclamation for President Trump’s decision, which provides additional context about the scope and implementation of tariffs and quotas. The safeguard measures will take effect on February 7, 2018, and are expected to result in an 11 percent reduction to U.S. solar demand between 2018 and 2022, equivalent to 7.6 gigawatts.
This report provides insights on state and market segment impacts to U.S. solar demand, following President Trump's final Section 201 decision on tariffs and quotas for imported solar cells and modules. It also provides a regulatory rundown on the decision's scope, implementation timeline and other next steps to watch.
The full report and state-level dataset are only available to subscribers of GTM Research's U.S. solar services. Learn more about our U.S. Downstream Distributed Solar Service and our U.S. Utility-Scale Solar Service.