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From Biden’s carrots to Trump’s sticks: Chinese solar giants adapt to new U.S. playbook

The administration of US President Donald Trump has implemented exceptionally high anti-dumping tariffs on solar modules imported from Malaysia, Vietnam, Thailand, and Cambodia. Most notably, Cambodia faces tariffs as high as 3,521% due to its lack of cooperation during investigations. This action reflects the administration’s firm approach to combating “origin-washing,” a practice where manufacturers reroute products through third countries to circumvent US trade restrictions. Market experts indicate that tariffs above 60% typically disrupt bilateral trade, and rates exceeding 3,500% effectively result in an almost complete halt of imports from the affected countries.