Overview
- Commerce, which set the preliminary rates Thursday, imposed dumping margins of 123.04% for India, 35.17% for Indonesia and 22.46% for Laos on solar cells and panels.
- U.S. Customs and Border Protection will now collect cash deposits at those rates, and Commerce’s “critical circumstances” finding makes duties retroactive by up to 90 days for named firms including Mundra Solar, Kowa and Premier Energies.
- Stacked with preliminary subsidy duties announced in February, estimated combined exposure reaches about 234% for many Indian exporters, 121% to 178% for Indonesian shipments and roughly 103% for Lao products.
- Industry groups in India said they will contest the findings, arguing they are flawed, while exporters report shifting sales to Europe and West Asia as U.S.-bound shipments become uneconomic.
- The case grew from a July 2025 petition by U.S. manufacturers who said producers moved or routed output through the three countries to dodge earlier Southeast Asia tariffs, with final Commerce rulings due in July and September and an ITC injury decision set for October 19, 2026.