LONGi and Trina Solar have reduced their solar manufacturing efforts in South East Asia – with LONGi’s module factory in Malaysia suspending operations earlier this month, while Trina halted module production at its Thailand facility in late May, with cell production halting in mid-June. This is happening in the context of the end of the US AD/CVD tariff moratorium, the opening of a second, likely more harsh Department of Commerce investigation, and the immense overcapacity in the mainland China solar industry. The production capacity built in South-East Asia has mostly been built in the past few years to dodge US tariffs, and now that basis for its existence is called into question. Both companies have stated that they will ‘adjust…