wsj – The U.S. is investigating whether solar panels shipped from Malaysia, Thailand, Vietnam and Cambodia dodge decade-old China tariffs

By Niharika MandhanaFollow
Apr. 15, 2022 10:00 am ETPRINTTEXT
SINGAPORE—For the past five years, Southeast Asia has ranked as America’s top source of solar panels from abroad, driven in large part by Chinese manufacturers who expanded into the region after the U.S. in 2012 imposed duties on exports from China. A new U.S. probe has cast a shadow over that growth run.
Washington wants to know how much China-made material is used in solar panels shipped from Malaysia, Vietnam, Thailand and Cambodia—countries that accounted for 85% of American imports last year. It is investigating whether producers do small-time processing in these countries to skirt tariffs while reaching back into China-based supply chains for critical components.
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