← External Forces: Trade, Geopolitics & Market Access (all topics)
Anti-dumping - solar glass (with CVD)
What it is
Trade remedies on imported solar glass - anti-dumping duty addressing below-cost pricing, and countervailing duty addressing foreign subsidies. India has pursued both against Chinese and Vietnamese solar glass
CVD differs from anti-dumping in targeting the subsidy rather than the price
Impact on industries
- Makes domestic solar glass capacity investable, since a dedicated furnace cannot be built against unrestricted below-cost imports
- Raises module cost for Indian solar manufacturers, which feeds into tariffs and project returns - protection upstream is a cost downstream
- Coverage is origin-specific, so supply reroutes through countries outside the measure unless rules of origin are enforced
- Whether it helps depends on where a firm sits - the same pattern as the layered duties in the rubber and steel chains