Trump Gave China’s Solar Makers a Huge Gift He Can’t Take Back

Jan. 22, 2020, 9:00 AM

For most of the past year, there’s been a big hole in President Trump’s China tariffs—one in the shape of a solar panel. Companies that build America’s major solar farms spent 2018 and early 2019 begging the administration to exempt jumbo versions of two-sided “bifacial” panels used to create vast, utility-scale solar farms. Relatively few bifacials are made domestically. For some reason, when the administration finally agreed to issue an exemption, it was much broader than the industry had suggested. So broad, in fact, that it reshaped the market and left Chinese panel makers as dominant as ever.

Since ...

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