As the two-year South-East Asian solar tariff moratorium draws to a close, the US has imposed a 50% tariff on Chinese solar cells (whether assembled into modules or not), alongside the more dramatic 100% electric vehicle tariff and other restrictions. The bifacial solar panel exemption, which spares imports from the 14.25% general tariff and which has resulted in 98% of imports being bifacial, has once again been terminated, having been on and off in the Trump years and off for the past two years under Biden. A tariff on solar cells coming directly from China is barely relevant at all – because there’s plenty of cell production capacity under Chinese ownership in South-East Asia, and direct Chinese imports are already…