Solar manufacturers – First Solar specifically are pushing to get rid of the import tariffs on bifacial solar modules.
“Yeah I think it would be a 14.50% tariff which would mean ~+$0.03/W. [We have] 100% of our panels sourced from domestic suppliers, so we have zero exposure. I think I calculated the total 201 tariffs that would be paid over by US importers would be ~>$1bn in the final two years of the 201 case. I haven’t talked to a single importer that doesn’t pass this ‘change of law’ risk on to their buyer.”
“it would be awkward to restore coverage of bifacials while we are inside a two-year emergency period.” As a result, he would “be highly surprised if [the 201 bifacial removal] happens before end of May,” and the probability for the 201 bifacial exemption to be removed is high—perhaps ~80%.”
“Essentially it would increase price by 2-3c across the board for import and roughly 1 cent for US assembly (assuming imported cell).”