The US Commerce Department has initiated antidumping (AD) and countervailing duty (CVD) investigations on crystalline silicon PV cells from India, Indonesia, and Laos. The probe follows a petition by US solar manufacturers including First Solar and Qcells.
Alleged dumping margins are 123.04% (India), 94.36% (Indonesia), and 123.12-190.12% (Laos). US imports surged from these countries between 2022-2024, with India exporting 2.3GW in 2024. Laos' exports jumped from 45MW (2023) to nearly 2GW (2024).
The US International Trade Commission will issue a preliminary determination by September 2, 2025. This action follows prior AD/CVD duties imposed on Southeast Asian solar suppliers.
Currently, US solar cell production capacity (2GW/year) lags behind module manufacturing (>50GW/year). The investigation coincides with accelerated expiration of solar tax credits under the July 2025 "One Big, Beautiful Bill".
