Solar Energy

What is the expectation for the removal of 201 tariffs in February 2022?

The Trump administration imposed the 18% tariff in 2018 and set it to expire in February 2022. Data released by the Energy Information Administration (EIA) in the second half of 2018 showed overall module shipments falling by 2/3 in the second quarter of 2018. The shipment primarily affected imports from Chinese-owned companies. What companies does that include today? Is your supplier one of the companies?

Auxin Solar Inc., a San Jose, California, solar panel manufacturer, and Suniva Inc., one of the original petitioners who owns an idled solar cell factory in Georgia, asked the U.S. International Trade Commission to extend solar tariffs for four more years. Mamun Rashid, co-founder and chief executive officer at Auxin Solar, stated, “Extending this safeguard is essential for America to reclaim its lead in solar energy manufacturing and development.” Moreover, it represents a critical step to achieve the broader goal of American renewable energy independence.  The intent is to bring manufacturing back to the U.S., so and filed the petition hoping that policymakers are “committed to the promise of green energy independence and the good-paying manufacturing jobs that will result.”

“No one saves us but ourselves. No one can, and no one may. We ourselves must walk the path.”


Without an extension, the safeguard remedy will expire on February 6. Auxin Solar said that its extension petition would prompt the ITC to determine whether the safeguard remedy continues to be necessary and whether evidence exists that the industry is making a positive adjustment to import competition. The ITC plans to report its determination to President Biden by December 8.
During the Midterm Review of the Section 201 tariffs, the Solar Energy Industries Association (SEIA) said that about 10 G.W. of solar was not manufactured because of the 201 tariffs. It also estimated that about 62,000 jobs were not created because the tariff has limited the availability of modules and increased the price unnecessarily.


Responding to the move to seek an extension, John Smirnow, vice president of market strategy for SEIA, said in a statement, “It is time to end the job-killing Section 201 solar tariffs.” He called them a “multibillion-dollar drag on industry growth.” He said that leading domestic panel manufacturers are “thriving,” both in the U.S. and globally. “If we hope to reach our ambitious climate goals, we must accelerate solar deployment, not hinder it with unnecessarily punitive trade measures.”

After reviewing both sides, I guess the 201 tariffs will get extended because the Biden administration may keep the tariffs in place both as a show of support for domestic manufacturing and as a way to show strength in competing with China. Also, labor unions want the tariff, and it gives domestic protection. FYI, I have flip-flopped on this issue for a while, so your guess is as good as anyone’s.

Is a modules shortage on the Horizon?

Please use the link North American Clean Energy – July/August 2021 issue to see the article on pages 16-17 in the issue.

Breaking news from the Biden Administration they are restricting imports of modules manufactured with polysilicon by Hoshine Silicon Co based on allegations of forced labor.

If you want 450W to 600W modules, let us know as we can get the best pricing. Please email me at or call 916-284-8841.

Unicorn has purchased modules from Aisa, directly saving our customers thousands to hundreds of thousands of dollars (a penny or more a watt). If you are purchasing your modules and you’re interested in considering a competitive bid, we would appreciate the opportunity to assist and de-risk your investment.

To read my article in the North American Clean Energy for March/April issue go to the following link. You will find the article on page 14: North American Clean Energy March/April 2021 Issue by North American Clean Energy – Issuu

If you want a video look at the expected growth of 2019/2020 based on an interview in SPI 2019 go to this link:

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 If you have eight to ten weeks before requiring modules, please let us know, and we will remove all risk by auditing your order from BOM through delivery.

With an additional two years of 26% ITC, it is time now to remove the tariff.

 If you want 450W to 600W modules let us know as we can get the best pricing. Please email me at or call 916-284-8841

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