Chinese solar companies have established a nearly 20,000-mile supply chain route through Kenya, Nigeria, and Indonesia to export panels to the United States while circumventing tariffs. This workaround now generates over 100 million dollars per month in shipments destined for the US market. The strategy emerged after the US launched circumvention investigations in June 2024 against Chinese-linked firms operating in Southeast Asia, where 75 percent of US solar panel imports had become concentrated. Washington responded with new measures targeting polysilicon with minimum import price floors and a 15 percent tariff, set to take effect on December 4, 2026. India, Laos, Ethiopia, and the Philippines are already being scouted as the next potential destinations by Chinese manufacturers.
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