U.S. Solar Consumer Wins, U.S. Companies Don't with Tariff Loophole Closed: GLJ Research's Johnson

The video discusses the recent changes in tariffs on bifacial solar modules in the US, initially exempted but later revoked by Trump. This led to a market reaction, with Chinese producers ramping up capacity outside China to avoid tariffs. Despite the exemption removal, the increased capacity is expected to lower US solar prices, benefiting consumers but pressuring domestic solar companies. The video predicts a rise in imports and highlights the mismatch between global and US solar prices.

What was the initial market reaction to the removal of the bifacial module tariff exemption?

• Stocks of domestic manufacturers rose.

• Stocks of Chinese manufacturers rose.

• Stocks of domestic manufacturers fell.

• There was no change in the stock market.

Why might the removal of the bifacial module exemption not benefit US manufacturers?

• US manufacturers have stopped producing solar modules.

• Bifacial modules are no longer in demand.

• Chinese producers have increased production outside China.

• The cost of bifacial modules is significantly higher.

What is the cost difference between bifacial and PERC modules?

• There is no cost difference.

• Bifacial modules cost about a penny more.

• Bifacial modules are significantly more expensive.

• Bifacial modules are significantly cheaper.

How might the influx of Chinese panels affect US solar prices?

• Prices in the US will increase.

• Prices in the US will decrease.

• Prices in the US will remain the same.

• Prices in the US will fluctuate unpredictably.

Who benefits from the reduction in the US solar price premium?

• US solar manufacturers

• Chinese solar manufacturers

• Investors in solar companies

• Consumers installing solar panels