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.
80 Articles
80 Articles
Experts raise concerns that new US policy could bring energy price hikes to consumers: 'Uncertainty which will affect demand'
The Trump administration plans to impose tariffs of up to 3,521% on solar panels imported from four Southeast Asian countries. Energy experts are concerned that the high tariffs will hurt solar producers in the U.S. because of broader price hikes on imported cells and panel assembly. What's happening? As The Guardian reported, trade officials in the U.S. are ready to enforce tariffs on companies in Cambodia, Vietnam, Malaysia, and Thailand. S…

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.
US uncertainty is Asia’s opportunity amid carbon capital pivot, say experts « Carbon Pulse
Southeast Asia could emerge as a beneficiary of global climate capital amid ongoing policy volatility in the US and Europe, panellists told a conference Monday, citing the region’s growing role in nature-based and technology-led carbon solutions.
Experts: US tariffs could accelerate energy transition in Asia
New US import duties on solar panels from Southeast Asia could be an opportunity for the region to accelerate its own energy transition, according to experts. The many tariffs are particularly bad news for Chinese manufacturers that produce from the region. That is why experts think that China will intervene and try to sell more solar panels in Southeast Asia itself.
Asia's Clean Energy Goals in Jeopardy: Nations Weigh US Gas Deals Amid Tariff Concerns
Asia’s Energy Transition: The Dilemma of US Gas Deals As Asian countries strive to shift towards more sustainable energy solutions, recent trends suggest a possible hindrance to these objectives. With concerns about impending tariffs and trade restrictions, numerous nations in Asia are considering substantial liquefied natural gas (LNG) agreements with the United States. While these contracts may provide immediate energy security amid market flu…
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