Dan Shreve & Christian Roselund on SunCast: US Solar’s AD/CVD Investigations Explained
Dan Shreve, VP of Market Intelligence, and Christian Roselund, Senior Policy Analyst at Clean Energy Associates (CEA), join the SunCast Podcast to help understand whether the recent AD/CVD investigations are expected to profoundly impact procurement in the coming months and what else this trade case may implicate in the US market looking out into 2025.
Anti-dumping and countervailing duties (AD/CVD) are nothing new; they have plagued US-based solar developers and decision-makers since 2011. These duties, aimed at preventing unfair trade practices, greatly impact pricing and timelines of solar projects and generally seed uncertainty in the marketplace (at the outset, at least). We now have a new round of trade investigations being undertaken by the US Dept. of Commerce. What’s at stake, and who will be most impacted?
AD/CVD investigations were initiated 13 years ago to address concerns in the marketplace that Chinese-based solar module manufacturers were unfairly influencing fair market price of solar panels through dumping and government subsidies. On May 15th, 2024, the International Trade Administration (ITA) announced a new investigation into PV cells. This time, however, it goes beyond mainland China and focuses on 4 additional countries of origin — Vietnam, Cambodia, Thailand, and Malaysia — countries that presently supply about 80% of the US's solar modules. These potential duties, ranging from 50% to 250%, aim to prevent dumping (the sale of foreign goods in the U.S. at significantly lower than U.S. prices) and protect domestic manufacturing.
Yet, many are of the opinion that it’s just going to create more market uncertainty and further slow the progress of solar energy deployment.
Podcast topics:
A short history of Anti-dumping and countervailing duties.
How AD/CVD investigations affect solar imports and project timelines.
CEA’S expectations for upcoming tariff rulings, rates, and their impact on future pricing.
This podcast episode was made possible thanks to Nico Johnson.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report includes concise and standardized analyses of major LIB cell suppliers and BESS integrators, focusing on global production capacities, product portfolios, and notable projects.
pv magazine: Claire Kearns-McCoy and Michael Scott of Intertek CEA report a rise in junction box failures across utility-scale and rooftop solar sites and explain why the only reliable window to catch these problems closes as soon as the potting compound cures.
PV Tech: FEOC compliance can break down after contracts are signed as supplier ownership, IP licensing, or component changes affect tax-credit eligibility. Intertek CEA’s Jordan Wilson recommends ongoing monitoring, audits, bill-of-material controls, and contractual protections to manage risk through project completion.
pv magazine: PV projects increasingly face financing and execution risk from documentation gaps. Intertek CEA COO Jeffrey Burkett sees technically sound, commercially viable projects struggle to close financing because critical proof was not built up along the way.
The ESS Price Forecasting Report provides an in-depth five-year forecast for the price of a DC battery container, including battery cells, modules, racking, and additional balance of system needed for a containerized battery system.
Junction box failures are rising across utility-scale solar. Intertek CEA experts reveal common defects, inspection gaps, and how to prevent safety, production, and warranty risks.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
On July 28, 2026, the US Federal Communications Commission (FCC) restricted new foreign-made connected inverters unless they receive Conditional Approval. Unclear implementation could disrupt US solar and energy storage supply.
Energy Storage News: Rising demand for energy storage in the US does not yet have a domestic supply chain to meet it.
In this Energy Storage News webinar, Intertek CEA experts Paul Wormser and Dan Finn-Foley examine how FEOC requirements are reshaping ESS procurement in the United States.
The ESS Price Forecasting Report provides an in-depth five-year forecast for the price of a DC battery container, including battery cells, modules, racking, and additional balance of system needed for a containerized battery system.
The quarterly Energy Storage STPR delivers global and regional supply chain analysis, technology trends, and policy insights, and this quarter focuses on cell product roadmaps toward larger form-factor cells and the emerging role of alternative technologies for UPS applications in the expanding data center market.
In this article, Joerg Althaus of Intertek CEA explains why lost bypass diodes in PV modules are a hidden fire risk: they can pass standard factory and field inspections, yet create severe overheating when shading occurs.
Energy Storage News: To avoid pitfalls that can begin on the factory floor and extend well into operational lifetime, developers must sign well-structured guarantees and contracts to protect their BESS investments, writes Intertek CEA Senior Energy Storage Engineer Yilin Huang.
Energy Storage News: BESS performance guarantees are essential and ubiquitous, yet can be challenging to navigate, writes Intertek CEA Senior Energy Storage Engineer Yilin Huang.
The quarterly published PV STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis.
The PV Price Forecasting Report provides independent market intelligence on changes in global supply chains and accurate forecasts for supply price scenarios based on technologies, materials, manufacturing regions and target markets, as well as supply and demand forecasts and analysis.
The latest Energy Storage System (ESS) Supplier Market Intelligence Report includes concise and standardized analyses of major LIB cell suppliers and BESS integrators, focusing on global production capacities, product portfolios, and notable projects.
The PV SMIP provides a comprehensive and unbiased analysis of the top PV module manufacturers in the world. It offers detailed insights into capacities, technology, and efficiency roadmaps, along with Manufacturing, Capacity, and Technology (MCT) ratings for each supplier.
Intertek CEA conducted quality audits at more than 90 Energy Storage System (ESS) factories worldwide. Our data shows that in 2025, more than 1 in 8 inspected ESS units had safety-critical issues relating to the battery management system, thermal management, or water ingress.
pv magazine: Over a 30-year asset life, corrosion can escalate into a structural, electrical, and fire safety risk that raises O&M costs, weakens resilience to extreme events, and can ultimately lead to premature decommissioning or full structural replacement, as advised by Intertek CEA’s Nicholas Hudson and Ankil Sanghvi.
In this Canary Media webinar, Intertek CEA Senior Policy Analyst Christian Roselund joins a panel of industry experts to break down how FEOC restrictions are being applied in practice, and what developers, investors, and manufacturers should be doing now.