Key findings 

– August is supposed to be about vacations, but has become the month of trade policy changes. The US government’s Section 232 tariffs for polysilicon come with the new complication of price floors that, when combined with prior duties, set solar module tariffs at 105.5%. The government has also invoked the DPA to control US exports of scrap batteries and electronics after export prices for battery scrap rose by 16.8% in the second quarter. 

-The Trump administration is facing challenges, however. There is also a new lawsuit against Section 301 (forced...