Whalesbook
US ne lagaya solar imports pe 'Import Duty' wala 'Tax'!
Asal mein, US Commerce Department ne kaha hai ki India, Indonesia, aur Laos ki companies ko sarkari 'subsidies' mil rahi hain, jo ki 'unfair trade' hai. Iske chalte unhone abhi preliminary duties lagai hain. India ke liye yeh duty 125.87% hai, jabki Indonesia ke liye kuch exporters ko 143.30% tak dena padega. Laos ke liye yeh 80.67% hai. Yeh tax February 24, 2026 se cash deposits ke roop mein collect karna shuru ho gaya hai.
US Projects aur Market ka kya hoga?
Yeh 'tariffs' US mein solar projects ke liye mahenga padega. Pehle se hi 'interest rates' bahut high hain aur federal 'incentives' bhi change ho rahe hain, jisse new solar projects lagane mein dikkat aa rahi hai. Pichhle saal, 2025 mein, US solar market mein 14% ki kami hui thi, 43.2 GW projects install hue the. Ab yeh badhti hui duties projects ki profitability ko kam kar sakti hain aur green energy adoption ko slow kar sakti hain.
Global Supply Chain aur Competition ka Scene
Is move se global solar supply chain mein bhi changes aayenge. Thailand jaise countries pehle hi 3,500% tak ke tariffs face kar chuke hain. Ab India, Indonesia, aur Laos nishane par hain. Kuch countries jaise Malaysia (22.9% exports to US in 2022) aur Vietnam ab bhi US ke liye important suppliers hain. US mein pehle se 2018 se chal rahe 'Section 201 tariffs' ne bhi import costs badhaye the, jo 2026 tak chalenge. Ab yeh nayi 'duties' aur bhi zyada asar daalengi. High interest rates solar power ki 'Levelized Cost of Electricity' ko up to one-third badha sakti hain. Federal tax credits (ITC) ka bhi 2025/2027 tak phase out hona companies ke liye chinta ka vishay hai.
Green Goals ke liye 'Challenges'
Commerce Department ka kehna hai ki yeh duties US domestic manufacturing ko bachane ke liye hain. Lekin itne high rates se US mein renewable energy transition ko nuksan pahunch sakta hai. First Solar jaise US manufacturers ke paas capacity hai, par kya woh demand puri kar payenge? Agar nahi, toh projects delay honge aur consumers ko bhi mehenga padega. Countries apne manufacturing locations change kar sakte hain ya products ko reroute kar sakte hain. Final decision April 2026 tak 'antidumping duties' par aur September 2026 tak combined rates par aayenge. US International Trade Commission bhi apna final decision dega. Yeh sab milkar US ke solar targets ko rok sakta hai, jabki market 2030 tak growth dikhane ki ummeed hai.