U.S. Solar Outlook: Initial Reactions to Section 201 Decision

by Cory Honeyman, Austin Perea, Colin Smith

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.

Cory Honeyman Associate Director, U.S. Solar

Cory Honeyman is the Associate Director of U.S. Solar at GTM Research and manages GTM’s U.S. solar market analyst team. He is responsible for strategy and development of GTM Research’s coverage of the downstream U.S. solar market, including all reports, products, and custom engagements on trends in policy, market design and project development.

Austin Perea Senior Analyst, Solar

Austin is a senior analyst for GTM Research covering downstream demand for the U.S. solar market. Prior to joining GTM Research, Austin worked at The Boston Consulting Group, where he supported the energy practice as a research associate. During his undergraduate tenure at the University of New Hampshire, he spent time in Egypt and Jordan researching the potential for Islamic microfinance in poverty alleviation and established the first sustainable investment sector in the University's student-run investment group. He graduated summa cum laude with a B.A. in Economics and Political Science and a minor in Middle Eastern Studies.

Colin Smith Senior Analyst, Solar

Colin Smith is a Senior Solar Analyst at GTM Research, leading the Utility PV Market Tracker and focusing on development trends in the U.S. utility-scale and commercial PV sectors. Colin has 4 years of experience in the PV sector. He graduated from Queen's University with a B.Sc Honours in Environmental Biology and Sustainability.

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