博彩对冲

US clean energy is one of the countless sectors that will be significantly impacted by US President Donald Trump鈥檚 tariff push. This week, the US-China trade war escalated in Southeast Asia, with steep new tariffs targeting China-backed suppliers of solar photovoltaic (PV) components. While the US has done much in recent years to 鈥渞eshore鈥� supply chains and manufacturing capacity for technologies like solar, wind, batteries and critical minerals extraction, US firms are still highly reliant on foreign suppliers for a variety of materials. Clean energy development in the US will likely continue to grow, even if costs increase, although Trump鈥檚 antipathy toward certain technologies, particularly offshore wind, will likely slow progress. The US has made giant strides toward self-sufficiency in solar PV in recent years. Boosted by incentives in the Inflation Reduction Act, passed under the previous administration, the US has rapidly increased its module-manufacturing capacity to roughly 50 gigawatts per year, broadly equivalent to last year's installation demand in the country. The US previously relied on imports for around 90% of its solar equipment, industry and government data show. But the US solar supply chain is hardly immune to Trump鈥檚 tariff policies. China and other countries still supply many of the key components, notably cells, and control a significant part of the domestic US production capacity. The Trump administration has now announced new tariffs on solar cells ranging from more than 40% for Chinese manufacturer Jinko Solar's exports from Malaysia to more than 3,500% for certain firms in Cambodia, another host for some of China鈥檚 relocated manufacturing capacity. This move was welcomed by at least some in the US solar industry, which has long struggled with alleged dumping of cheap Chinese products. Tim Brightbill, lead counsel for the American Alliance for Solar Manufacturing Trade Committee, said these Chinese-backed suppliers 鈥渉ave been cheating the system鈥� and that 鈥渆nforcing [US] trade laws 鈥� is essential to rebuilding our industrial base.鈥�