Day January 9, 2026

China Cancels Solar Module Export Tax Rebates: What This Means for Your 2026 Solar Projects

Monthly solar module price forecast for 2026, showing the sharp increase after China cancels VAT export rebates on April 1, 2026

Beijing's decision to eliminate solar export VAT rebates tackles deep structural problems: massive oversupply, unsustainable pricing, and growing trade tensions. This policy forces industry consolidation while raising international module costs 10-15% through 2026. Our analysis covers the rationale behind China's shift, verified price forecasts, comparative regional impacts, and practical implications for solar project developers and procurement teams.

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