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Trade War Unleashes Turmoil on Clean Energy Supply Chains

4/19/2025

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Summary

Story summary

President Trump’s tariffs on steel and aluminum have a minimal impact on the solar and battery sectors.
AD/CVD investigations threaten to decrease PV module imports and impose high duties on battery materials.
The UFLPA law limits imports associated with forced labor, disrupting solar module supply chains.
The ongoing trade war introduces uncertainty for clean energy investments, potentially altering supply chains and increasing costs.

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Story summary

President Trump’s tariffs on steel and aluminum have a minimal impact on the solar and battery sectors.
AD/CVD investigations threaten to decrease PV module imports and impose high duties on battery materials.
The UFLPA law limits imports associated with forced labor, disrupting solar module supply chains.
The ongoing trade war introduces uncertainty for clean energy investments, potentially altering supply chains and increasing costs.