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