Some experts liken tariffs to a game of whack-a-mole, with trade flows simply rerouted if the potential rewards are big enough

Summary

Chinese solar companies, which control over 80% of the global solar market, have long avoided U.S. duties by shifting production to Southeast Asia.

Over 80% of U.S. solar imports now come from nations like Malaysia and Vietnam, but new U.S. tariffs are expanding to these regions.

In response, Chinese firms are exploring manufacturing in the Middle East.

Analysts say such measures expose the challenges of reducing U.S. reliance on China’s solar supply chain.

  • @SlopppyEngineerEnglish
    28•1 month ago

    The maga peeps that say sanctions against Russia don’t work and then turn around to sanction themselves.