When is a tariff not a tariff? When it has an exclusion for the latest technology. The Trump administration has given Bifacial solar modules an exclusion order from tariffs as they enter the US market. Bifacial modules absorb light on both sides and improve energy conversion by as much as 25%. Most new projects bid in the last 6 months have focused on introducing Bifacial as it is more profitable, but existing installs are under 1%. The remaining solar industry gets a 30% tariff, which has barely touched solar shipments, but shipments may slow once the US tax incentive for renewables expires. This is an interesting move as the US has zero bifacial manufacturing capacity so this looks more like…