The tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic.
In May, the U.S. Department of Commerce announced that companies based in Cambodia, Malaysia, Thailand, and Vietnam are dumping solar panel cells at low rates into the U.S. market while receiving subsidies from the Chinese government, setting the stage for the imposition of tariffs on all parties involved.
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