Three Solar Firms Request Investigation into Imports
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 22 2026
0mins
Source: Newsfilter
- Investigation Request: Three solar manufacturers have asked U.S. trade officials to investigate cell imports from South Korea, claiming that producers like Hanwha's Qcells are using these imports to evade longstanding U.S. tariffs on Chinese products, highlighting significant compliance concerns within the industry.
- Filing Context: The petition was submitted to the Department of Commerce on June 18 on behalf of Canadian Solar, SEG, and Heliene, all of which operate solar panel factories in the U.S., indicating their commitment to a fair competitive market environment.
- Market Impact: Should the investigation confirm that these imports are indeed being used to circumvent tariffs, it could lead to additional duties on South Korean solar cells, potentially affecting the pricing structure and supply chain stability in the U.S. market, creating uncertainty for related companies.
- Industry Reaction: This move may prompt other manufacturers in the industry to reassess their supply chain strategies to ensure compliance and avoid potential trade sanctions, reflecting the complexities of the current international trade environment.
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Analyst Views on CSIQ
Wall Street analysts forecast CSIQ stock price to rise
7 Analyst Rating
2 Buy
1 Hold
4 Sell
Moderate Sell
Current: 14.350
Low
5.58
Averages
21.51
High
37.00
Current: 14.350
Low
5.58
Averages
21.51
High
37.00
About CSIQ
Canadian Solar Inc. is a solar technology and renewable energy company. The Company is a manufacturer of solar photovoltaic modules; provider of solar energy and battery energy storage solutions; and developer, owner, and operator of utility-scale solar power and battery energy storage projects. The Company operates in two reportable segments: CSI Solar and Recurrent Energy. CSI Solar segment primarily designs, develops and manufactures solar ingots, wafers, cells, modules and battery energy storage products. Its products include advanced N-type TOPCon modules. Its e-STORAGE provides integrated utility-scale battery energy storage solutions, including turnkey and bankable system solutions across various applications, long-term service agreements, and future battery capacity augmentation services. Recurrent Energy segment primarily develops, builds, sells, and operates solar power and battery energy storage projects, and also provides power services (O&M) and asset management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Leadership Expertise: With over 15 years of experience in global project development, Marx is expected to leverage his deep understanding of Recurrent Energy's business and proven operational oversight to guide the company into its next growth phase, enhancing competitive positioning.
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See More
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- Strong Market Performance: As of March 31, 2026, Canadian Solar, through its subsidiary e-STORAGE, has shipped over 20 GWh of battery energy storage solutions to global markets, indicating robust demand and growth potential in the storage market.
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See More
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- Technology Integration: The project will deliver a complete integrated battery energy storage solution, combining 5 MWh SolBank 3.0 battery packs with battery cells manufactured at Canadian Solar's facilities, thereby enhancing product competitiveness and market appeal.
- Cost Efficiency: Once operational, the project will dispatch stored energy during peak demand periods, helping the utility lower energy costs, which is expected to have a positive impact on the local electricity market.
- Timeline Planning: Battery installation is scheduled for H2 2027, with commercial operation targeted for early 2028, demonstrating the company's long-term strategic positioning in the energy storage sector.
See More
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- Market Expansion: Canadian Solar's subsidiary e-STORAGE has signed a supply agreement with a Florida utility to deliver a 95 MW/426 MWh battery energy storage system, marking its entry into the rapidly growing Florida market and enhancing its competitive position in the U.S. storage sector.
- Technological Edge: The project will utilize e-STORAGE's proprietary SolBank battery packs, with all battery cells produced at Canadian Solar's manufacturing facilities, ensuring supply chain transparency and compliance, thereby enhancing customer trust and reducing operational risks.
- Economic Impact: Once operational, the storage system will dispatch stored energy during peak demand periods, helping the utility lower energy costs and significantly improving grid reliability to meet Florida's increasing electricity demands.
- Strategic Importance: e-STORAGE President Jeff Roy noted that this project deepens the company's presence in a strategically important market and demonstrates its capabilities in delivering integrated energy storage solutions, further solidifying its market position in power management applications.
See More
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- Integrated Platform Delivery: The project will utilize Canadian Solar's SolBank battery packs powered by lithium-ion phosphate battery cells, all produced at the company's manufacturing facilities, ensuring product quality and supply chain stability.
- Certification Achievement: Canadian Solar's Baotou ingot manufacturing facility and Suqian solar cell manufacturing facility achieved Silver Level Solar Stewardship Initiative Supply Chain Traceability Certification, becoming the first manufacturer to attain Silver certification for both ingot and cell production, further enhancing its market credibility.
- Positive Market Outlook: With the growing demand for battery storage, Canadian Solar's e-STORAGE business is expected to drive future growth, particularly in the renewable energy sector, aligning with the global shift towards clean energy.
See More
