Jones Thomas
@greenscalecapital.com
Infrastructure and cleantech project finance
Infrastructure investor, former family office PM, Engineer. Views my own
Follow for clean tech finace news, policy, and tech.
Infrastructure investor, former family office PM, Engineer. Views my own
Follow for clean tech finace news, policy, and tech.
More details on the Anti-dumping/countervailing duty (AD/CVD) imposed on SE Asia Solar cells today (assembled into panels or not)
Panels in china: 11cents/Watt,
SE Asian Panels imported to US: 29c/W
US panels: 40c/W
SE Panels with AD/CVD: 80c/W
Understanding US tariff policy day-to-day: 🤷
Panels in china: 11cents/Watt,
SE Asian Panels imported to US: 29c/W
US panels: 40c/W
SE Panels with AD/CVD: 80c/W
Understanding US tariff policy day-to-day: 🤷
April 22, 2025 at 1:49 PM
More details on the Anti-dumping/countervailing duty (AD/CVD) imposed on SE Asia Solar cells today (assembled into panels or not)
Panels in china: 11cents/Watt,
SE Asian Panels imported to US: 29c/W
US panels: 40c/W
SE Panels with AD/CVD: 80c/W
Understanding US tariff policy day-to-day: 🤷
Panels in china: 11cents/Watt,
SE Asian Panels imported to US: 29c/W
US panels: 40c/W
SE Panels with AD/CVD: 80c/W
Understanding US tariff policy day-to-day: 🤷
Preliminary thoughts on tariff impacts on infra:
1. US import way more solar panels than it makes. China tariffs meant sourcing is now mostly Vietnam & other SEA
Vietnam got hit with a 46% tariff, Malaysia & India got off lightest with 24% and 27% res.
1. US import way more solar panels than it makes. China tariffs meant sourcing is now mostly Vietnam & other SEA
Vietnam got hit with a 46% tariff, Malaysia & India got off lightest with 24% and 27% res.
April 3, 2025 at 1:55 PM
Preliminary thoughts on tariff impacts on infra:
1. US import way more solar panels than it makes. China tariffs meant sourcing is now mostly Vietnam & other SEA
Vietnam got hit with a 46% tariff, Malaysia & India got off lightest with 24% and 27% res.
1. US import way more solar panels than it makes. China tariffs meant sourcing is now mostly Vietnam & other SEA
Vietnam got hit with a 46% tariff, Malaysia & India got off lightest with 24% and 27% res.