Anti-dumping investigation on solar imports: is it the end for U.S.’ solar market?

The U.S. Department of Commerce (DOC) initiated an investigation on how solar manufacturers in South-East ASIA are circumventing Anti-Dumping/Countervailing Duties (AD/CVD) imposed by the U.S. on Chinese products. This unexpected investigation hit solar stocks but might also create new opportunities.

Bottom line

While the solar market is expected to accelerate its growth due to a reinforced focus on renewable solutions, the anti-dumping investigation started by the DOC is creating confusion, severely impacting the U.S. solar stocks value. We believe that this unexpected event will have a minor impact on the residential segment and could even act as a tailwind for some domestic U.S. solar players. 

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