US Solar’s Hoarding Habit Will Help Blunt Sting From Trump Tariffs

Bloomberg.com · last updated April 4, 2025 – 1:43 PM

America’s solar industry has a strategy for dulling US tariffs: hoard.

Developers have been amassing piles of solar panels for more than a year, in part because of other US levies imposed before President Donald Trump took office in January. The stockpile is now so big that analysts estimate there’s roughly 50 gigawatts worth of the equipment in warehouses. That’s enough panels to power about 8.6 million homes.

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