Wire · regulatory
China's 32,000-kilometer solar trade route that battled U.S. tariffs
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Fusion42 · 16 August 2026 · Fusion42 review
Companies created a 32,000-kilometer supply chain through Kenya, Nigeria, Indonesia, and China to circumvent U.S. tariffs on solar panels by shifting component manufacturing and assembly across multiple countries. New broad U.S. tariffs beginning December 4 target all such supply chain circumventions by imposing minimum import prices and 15% tariffs on polysilicon products and derivatives.
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◆ ◆ The Wire takeaway
Your solar hardware supply lines must now account for sweeping U.S. minimum prices and tariffs beyond country-specific rules. The old workarounds through African and Southeast Asian assembly are closing fast, making compliance and market access your critical focus this quarter.
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