The USITC's final vote finds material injury from solar imports from India, Indonesia and Laos, following Commerce's affirmative dumping and subsidy findings, securing issuance of federal antidumping and countervailing duty orders. The item does not state the cash deposit rates or the effective date of the orders.
The U.S. International Trade Commission found in a Wednesday vote that U.S. solar manufacturing has been injured by imports of crystalline silicon photovoltaic cells from India, Indonesia and Laos, aligning with Commerce's finding last month and setting up Commerce to finalize antidumping and countervailing duty orders. Counsel for petitioner the Alliance for American Solar Manufacturing and Trade said dumping margins for India were 123% for all producers and countervailing duty rates 126%, and that the alliance expects final orders on Nov. 2. The ITC said it will release its full report on Nov. 23.
The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, clearing the way for Commerce to issue AD/CVD orders in early November 2026. Combined rates reach as high as 249% for India, 268% for Indonesia and 219% for Laos, stacking on existing executive tariffs and Section 232 minimum import price floors. Final dumping margins are 123.04% for all Indian producers, 94.36% for all Indonesian producers and 65.43% for all Lao exporters, with countervailing rates of 126.09% for India, 73.2% to 173.7% for Indonesia and 82.03% to 153.67% for Laos.
The USITC issued a final affirmative injury determination in its Solar IV investigation into crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos, finding that dumped and subsidized imports materially injure domestic solar manufacturers. Commerce is scheduled to issue AD and CVD orders in early November 2026, with combined rates as high as 249% for India, 268% for Indonesia and 219% for Laos. Final dumping margins are 123.04% for all Indian producers with a 126.09% countervailing rate, 94.36% for all Indonesian exporters with countervailing rates of 73.2% to 173.7%, and 65.43% for all Laotian exporters with countervailing rates of 82.03% to 153.67%.
The U.S. International Trade Commission issued an affirmative final injury determination in the AD/CVD investigations of silicon solar cells and modules from India, Indonesia and Laos, finding that the domestic solar panel manufacturing industry has been harmed by unfairly priced imports from the three countries. Commerce issued its final tariff calculations last month and will issue the AD/CVD orders on November 2, after which CBP will begin collecting cash deposits on subject solar cells and modules from India, Indonesia and Laos. The Alliance for American Solar Manufacturing and Trade petitioned for the investigation in July 2025, alleging that manufacturers relocated operations to the three countries to avoid existing tariffs.
The USITC determined on October 14, 2026 that a U.S. industry is materially injured by reason of imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos that Commerce found sold at less than fair value and subsidized, in Inv. Nos. 701-TA-772-774 and 731-TA-1756-1758 (Final). As a result, Commerce will issue antidumping and countervailing duty orders on these products from the three countries. The USITC made negative critical circumstances determinations for certain imports from India and Laos and affirmative critical circumstances determinations for certain imports from Indonesia.
The U.S. Court of International Trade denied GameChange Solar Corp.'s motion for judgment on the agency record in Court No. 24-00174, upholding Commerce's final scope ruling that the company's off-grid solar charging module is within the scope of the 2012 antidumping and countervailing duty orders on crystalline silicon photovoltaic cells from China. In Slip Op. 26-125, Judge Timothy C. Stanceu found the plain scope language dispositive and rejected GameChange's arguments that Commerce failed to identify specific scope language and that the consumer good and off-grid CSPV panel exclusions applied.
Wood Mackenzie's latest Levelized Cost of Electricity report finds four-hour battery storage has fallen below open-cycle gas turbines on cost in all 43 global markets it modeled, and single-axis tracker solar is the lowest-cost new-build source in 43 of 48 markets. In North America, the report says near-term solar costs remain elevated under tariffs, AD/CVD actions and Section 232 import restrictions, with module prices projected to climb about 5% annually through 2030 and residential and commercial module prices forecast to jump 6% in 2027 and a further 14% in 2028.
Wood Mackenzie's latest Levelized Cost of Electricity report finds four-hour battery storage has fallen below open-cycle gas turbines on cost in all 43 global markets modeled, and single-axis tracker solar is the lowest-cost new-build source in 43 of 48 markets. North America is the exception: near-term solar costs in the U.S. and Canada remain elevated under tariffs, AD/CVD actions and Section 232 import restrictions, with module prices projected to climb about 5% annually through 2030, residential and commercial module prices up 6% in 2027 and a further 14% in 2028, and utility-scale developers buffered by 168 GW of safe-harbored capacity.
Wood Mackenzie's latest global levelized cost of electricity report states that four-hour battery storage is now less expensive to install than open-cycle gas turbines in all 43 markets where both technologies were modeled, with storage in the Middle East and Africa forecast to fall 33% to $80/MWh by 2035 from $120/MWh in 2026. The report says single-axis tracker solar is the lowest-cost new-build technology in 43 of 48 modeled markets, and that in North America near-term solar costs face pressure from tariffs, antidumping and countervailing duty actions and new Section 232 import restrictions, with utility-scale solar partially protected by 168 GW of safe-harboured capacity.
The Q2 2026 A1 Solar Index report by distributor A1 SolarStore says U.S. solar hardware inventory rose close to historic highs as importers rushed to beat incoming tariff deadlines and federal tax credit milestones, with average daily listed inventory reaching 932,000 units (491 MW), up 126% from Q1.
The Canadian International Trade Tribunal terminated the expiry review of its March 25, 2021 order in expiry review RR-2020-001, concerning the dumping and subsidizing of certain photovoltaic modules and laminates from China, and rescinded that order. The Canada Border Services Agency will therefore not continue to impose anti-dumping and countervailing duties on these goods.
Commerce determines in the final results of the antidumping duty administrative review of certain crystalline silicon photovoltaic products from Taiwan that EEPV Corp. did not sell subject merchandise in the United States at prices below normal value during the period of review, February 1, 2024, through January 31, 2025. The final results are applicable September 16, 2026. The review covers the antidumping duty order on certain crystalline silicon photovoltaic products from Taiwan, 80 FR 8596, and follows the preliminary results at 91 FR 25862.
Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia during the period of investigation of January 1, 2024, through December 31, 2024, and a final affirmative determination of critical circumstances, in part. The determination applies as of September 16, 2026. The notice does not state the cash deposit rates.
Commerce issued a final affirmative determination that crystalline silicon photovoltaic cells, whether or not assembled into modules, from India are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative critical circumstances determination in part; the notice is applicable September 16, 2026, and the period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the final weighted-average dumping margins or cash deposit rates.
Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2024, through December 31, 2024, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.
Commerce determines that imports of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, applicable September 16, 2026. The period of investigation is July 1, 2024, through June 30, 2025. The notice does not state the cash deposit rates.
Commerce determines that crystalline silicon photovoltaic cells, whether or not assembled into modules, from the Lao People's Democratic Republic are being, or are likely to be, sold in the United States at less than fair value, with a final affirmative determination of critical circumstances, in part. The period of investigation is January 1, 2025, through June 30, 2025, and the determination is applicable September 16, 2026. The notice does not state the cash deposit rates.
Commerce issued a final affirmative countervailing duty determination finding that countervailable subsidies are being provided to producers and exporters of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, for the period of investigation April 1, 2024, through March 31, 2025, applicable September 16, 2026. Commerce also made a final affirmative critical circumstances determination, in part. The notice does not state the cash deposit rates.