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US solar tariffs could drive Asia transition boom

  • Washington announced hefty new duties on solar panels from Cambodia, Vietnam, Thailand, and Malaysia in May 2025, following an earlier investigation.
  • The tariffs stem from a probe into unfair practices, especially by Chinese-headquartered firms, initiated before President Trump took office and adding to prior US levies.
  • In 2024, almost four-fifths of solar panels imported into the US originated from Southeast Asia, as many companies relocated their manufacturing there to circumvent restrictive tariffs imposed by the US and EU.
  • The proposed tariffs vary significantly, starting at approximately 40 percent for certain Malaysian solar products and soaring to more than 3,500 percent for manufacturers based in Cambodia. According to Adhiguna, these levies will effectively render US solar exports commercially unviable.
  • Experts suggest the tariffs could drive Southeast Asia's long-delayed energy transition by encouraging local green job creation and focusing on domestic markets as a hedge against external shocks.
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charitonleader.comcharitonleader.com
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US solar tariffs could drive Asia transition boom

Massive planned US duties on solar panels made in Southeast Asia could be a chance for the region to ramp up its own long-stalled energy transition, experts say.

·Chariton, United States
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India Daily Mail broke the news in on Sunday, May 4, 2025.
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