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Global Solar & Energy Storage Trends Amid Tariff Shifts

May 21, 2025 21:00

Overview

Highlights：

From Southeast Asia to local manufacturing, US tariffs force the regionalization of the global PV supply chain
The changes in market demand in the United States under tariff policies
Analysis and Interpretation of Emerging Market Demands

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Presented by

Viola Jin

Key Account Manager

Viola Jin, is responsible for the global renewable energy and silicon market. Specializing in Photovoltaic and Silicon industry, Viola has partnered with numerous top-tier companies around the world to refine their business strategies.

Carolin Mao

SMM PV Senior Analyst

SMM photovoltaic senior analyst, CFA level 3 candidate, has securities practitioners, fund practitioners, futures practitioners, investment consultants and other qualifications.

Ryan Ye

SMM Senior Consultant

Mingyuan Ye has over three years of experience in market research and strategic consulting, specializing in the energy storage industry. He has worked with leading companies across the value chainfrom critical minerals to battery integrationprovidi

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Highlights：

From Southeast Asia to local manufacturing, US tariffs force the regionalization of the global PV supply chain

The changes in market demand in the United States under tariff policies

Analysis and Interpretation of Emerging Market Demands

Highlights：

From Southeast Asia to local manufacturing, US tariffs force the regionalization of the global PV supply chain

The changes in market demand in the United States under tariff policies

Analysis and Interpretation of Emerging Market Demands