All tariff and compliance developments for solar imports: AD/CVD, Section 201, 232 and 301, UFLPA, FEOC and filing requirements for modules, cells, polysilicon, solar glass and inverters.
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.
Why it matters: Importers of crystalline silicon photovoltaic cells from India, Indonesia and Laos face final AD/CVD orders the petitioner expects on Nov. 2, with India margins of 123% dumping and 126% countervailing duty cited.
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.
Why it matters: Once Commerce publishes the orders, CBP will require final AD/CVD cash deposits on all entries of cells and modules from India, Indonesia and Laos, on top of existing tariffs and Section 232 price floors.
China's Ministry of Commerce and Ministry of Science and Technology proposed on Oct. 16, under Joint Announcement No. 48 of 2026, adding 12 photovoltaic technologies to the Catalogue of Technologies Prohibited or Restricted from Export, covering perovskite-silicon tandem cell processes for wafers of at least 182 mm and efficiencies of 30% or higher, slot-die coating at widths of at least 1.1 meters, single-junction perovskite modules of at least 1 square meter at 18% or higher, and tandem modules of the same area at 28% or higher.
Why it matters: Companies planning exports of the listed technologies, including qualifying key equipment, must register through MOFCOM's online system before transfer, covering intellectual property transfers, overseas licensing, ownership or control changes involving foreign entities, and unfinished transactions.
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%.
Why it matters: Once Commerce issues the orders in early November 2026, CBP will require final AD/CVD cash deposits on all entries of cells and modules from India, Indonesia and Laos.
China's Ministry of Commerce and Ministry of Science and Technology proposed on Oct. 16, under Joint Announcement No. 48 of 2026, adding 12 photovoltaic technologies to the Catalogue of Technologies Prohibited or Restricted from Export, covering perovskite-silicon tandem cell processes for wafers of at least 182 mm and efficiencies of 30% or higher, slot-die coating at widths of at least 1.1 meters, and single-junction perovskite modules of at least 1 square meter at 18% or higher.
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.
Why it matters: Importers of silicon solar cells and modules from India, Indonesia and Laos will owe AD/CVD cash deposits once CBP begins collecting them following the November 2 orders.
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.
Why it matters: Importers of crystalline silicon photovoltaic cells, whether or not assembled into modules, from India, Indonesia and Laos will face antidumping and countervailing duty orders once Commerce issues them.
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.
Why it matters: The ruling leaves in place the AD/CVD scope treatment of GameChange's off-grid solar charging modules from China, which the company had argued fell under the orders' consumer good and off-grid CSPV panel exclusions.
Sep 23Wed
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Federal Register · BIS (EAR / Entity List)Top PickAI score84
BIS issued a temporary final rule, effective September 22, 2026 through December 3, 2026, setting the criteria and process it will use to monitor existing companies for evidence of stockpiling polysilicon and polysilicon derivatives ahead of import adjustments effective December 4, 2026 under Proclamation 11052. The rule limits a newly established importer's ability to stockpile, imposes import limitations on new importers that register with CBP on or after August 6, 2026, and subjects companies found to be stockpiling to an import prohibition if necessary. It also establishes the process for such companies to obtain a waiver from any import prohibitions imposed under the rule.
Why it matters: Importers of polysilicon and polysilicon derivatives, including new importers that registered with CBP on or after August 6, 2026, face stockpiling monitoring, import limitations and possible import prohibitions through December 3, 2026.
CBP states in CSMS # 69994928 that, under Commerce's Temporary Final Rule implementing Proclamation 11052 (91 FR 51975), an importer of record that Commerce determines is importing polysilicon products in volumes substantially greater than its historic averages, or that a new importer of record is exceeding applicable weekly quantity limits, is prohibited from making further entries of certain polysilicon products until December 4, 2026. The goods may be moved to a bonded warehouse but may not be entered for consumption before that date. Affected importers may apply to Commerce to waive the prohibition.
Why it matters: Importers of record that Commerce notifies CBP of excessive polysilicon volumes cannot enter the goods for consumption before December 4, 2026, though bonded warehouse storage is allowed and a waiver may be sought from Commerce.
The Canadian International Trade Tribunal rescinded its order concerning photovoltaic modules and laminates originating in or exported from China under subsection 76.03(2) and subparagraph 76.03(12)(a)(iii) of the Special Import Measures Act, so anti-dumping and countervailing duties no longer apply to new releases of covered goods. The CBSA will automatically refund these duties on eligible goods released on or after March 25, 2026, and any outstanding re-determination process for those goods will be terminated. Goods released before March 25, 2026 are not eligible for a refund, and assessments and reassessments relating to those earlier releases will continue.
Why it matters: Importers of photovoltaic modules and laminates from China released on or after March 25, 2026 receive automatic refunds of anti-dumping and countervailing duties, while goods released earlier remain subject to continuing assessments and any outstanding re-determination deadlines.
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.
Why it matters: Anti-dumping and countervailing duties on certain photovoltaic modules and laminates from China will no longer be imposed following the CITT's rescission of its order in RR-2020-001.
Sep 15Tue
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Federal Register · Commerce ITA (AD/CVD)Top PickAI score80
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.
Why it matters: Importers of crystalline silicon photovoltaic cells, whether or not assembled into modules, from Indonesia face the final LTFV determination applicable September 16, 2026, with critical circumstances found.
Federal Register · Commerce ITA (AD/CVD)Top PickAI score82
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.
The Canadian International Trade Tribunal completed an interim review (RD-2025-001) of its March 25, 2021 order in expiry review RR-2020-001 on photovoltaic modules and laminates originating in or exported from China, and amended the order to exclude flexible photovoltaic modules affixed to curved vehicle surfaces, such as transport truck fairings, with a power output not exceeding 200 W. The Tribunal continues the order as amended.