The anti-circumvention investigation launched by the U.S. Department of Commerce has thrown the U.S. solar market into chaos and this is unlikely to change any time soon. Despite some marginal clarity provided by Commerce on May 2, developers and contractors are still scrambling to find sources of supply.
A main problem is the inherent uncertainty. Under anti-dumping and anti-circumvention orders, final duty rates are set retroactively two years later in administrative reviews. This makes it impossible to know how much importers will have to pay, which is highly damaging to the U.S. solar market.
