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 exemption announced by Trump regarding bifacial module imports?

Why do the authors believe that the recent changes are not beneficial for domestic solar manufacturers?

What impact did the ramping up of bifacial module capacity outside of China have on US prices?

How do the tariffs affect the pricing of solar modules in the US compared to global prices?

What are the potential benefits for consumers in the solar market as a result of the changes discussed?