US EditionChina weighs curbs on exports of solar manufacturing equipment to US
Officials are weighing licensing rules on high-end HJT equipment as U.S. firms, including Tesla, pursue new solar factories.
- Chinese officials held initial talks regarding potential export limits on advanced solar-panel manufacturing equipment, including HJT technology, to the United States, according to five people with knowledge of the consultations.
- Analysts suggest Beijing seeks to protect its industrial champions from global competition as concerns grow over efforts by Tesla CEO Elon Musk to boost domestic solar production and reduce reliance on China.
- Reuters reported last month that Tesla sought to purchase $2.9 billion of equipment from Chinese suppliers, including Suzhou Maxwell Technologies, to reach a 100 gigawatt manufacturing goal by 2028.
- Constraining access to advanced machinery would threaten plans by US firms to build or expand domestic panel factories, potentially delaying projects and reshaping sector-wide investment strategies for clean-energy components.
- The prospect of export controls emerges ahead of a summit between Chinese President Xi Jinping and President Donald Trump next month, following Beijing's 2025 restriction on rare earth exports.
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China could restrict the export of modern solar technology to secure its leading position. According to insiders, the considerations are primarily directed against the US.
Exclusive: China weighs curbs on exports of solar manufacturing equipment to US
Chinese officials have held initial talks with providers of equipment to make solar panels as they consider limiting exports of the most advanced technology to the United States, said five people with knowledge of the consultations.
Asia One
C3 SolutionsChina weighs curbs on exports of solar manufacturing equipment to US
BEIJING/LOS ANGELES — Chinese officials have held initial talks with providers of equipment to make solar panels as they consider limiting exports of the most advanced technology to the US, said five people with knowledge of the consultations.Such a clampdown would risk investments by US firms and set back a race for space-based computing, as China, estimated to make more...
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