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In a recent speech at the Solar Media conference in Cornwall, Ray Noble, a leading photovoltaic expert from the British Solar Trade Association, expressed optimism that the ongoing European Commission (EC) investigation into Chinese solar imports—focusing on dumping and illegal subsidies—could soon reach a peaceful resolution.
Noble highlighted that industry sources are now suggesting an agreement between the EU and China could be finalized by June, potentially easing the uncertainty surrounding the traceability tariffs that have been causing concern among solar developers. He told attendees: “There are growing rumors that the trade dispute will be resolved by June. If an agreement is reached, both sides can move forward with confidence.â€
He emphasized that while trade tensions are often seen as significant, the solar sector represents only a small portion of overall trade volumes. “No one wants a trade war,†Noble said. “China and the EU have already found ways to resolve similar issues before, and this should be no different.â€
Meanwhile, Chong Quan, Deputy Director-General of China’s Ministry of Commerce, recently urged the EU to take China’s proposal for dialogue-based dispute resolution seriously, calling for a solution that works for both sides.
The EC is expected to announce its interim measures ahead of the European Council vote in early June. However, if an agreement is reached, it could lead to the termination of the ongoing investigation.
The prolonged uncertainty has already disrupted the UK solar market, with many projects being abandoned due to retroactive tariffs. Since March, component prices in the EU have risen as suppliers prepare for potential supply shortages linked to the possible imposition of tariffs on Chinese imports.
In addition, China has delayed its decision on tariffs for polysilicon imported from the EU, the U.S., and South Korea until the EC completes its anti-dumping investigation. This delay is seen as a positive signal, indicating continued negotiations and a willingness to find a mutually acceptable solution.