Friday, November 6, 2026

Commerce Files Solar Cell AD/CVD Orders on India, Indonesia and Laos

Commerce filed antidumping and countervailing duty orders on crystalline silicon solar cells and modules from India, Indonesia and Laos for public inspection on November 6, 2026, scheduled for Federal Register publication on November 9. The same filing batch opens AD/CVD investigations on seamless line and pressure pipe from Georgia and India. BIS has also filed a rule keeping its "Affiliates Rule" suspended until January 10, 2027, and OFAC on November 5 opened four Cuban economic sectors to sanctions.

Shrink-wrapped pallet of blue solar panel modules standing in a dark warehouse under a single shaft of light
Solar Orders Filed

AD and CVD orders on solar cells from India, Indonesia and Laos

Status: filed November 6, 2026, 8:45 a.m. ET; scheduled for publication November 9, 2026. Both notices are dated November 4 and follow the USITC's affirmative final injury determinations. The AD orders cover cases A-533-942 (India), A-560-846 (Indonesia) and A-553-003 (Laos). The CVD orders cover cases C-533-943, C-560-847 and C-553-004. AD orders (FR Doc. 2026-22825) · CVD orders (FR Doc. 2026-22824)

India AD cash deposit107.17% (margin 123.04%)
Highest CVD rate173.70% (Indonesia, Blue Sky)
Deposit triggerUSITC FR notice, Nov. 5, 2026

Antidumping cash-deposit rates

  • India: Mundra Solar PV, Mundra Solar Energy, Kowa and Premier Energies Photovoltaic, plus all others: margin 123.04% (adverse facts available, or AFA), cash deposit 107.17% after a subsidy offset.
  • Indonesia: PT Blue Sky Solar Indonesia, PT REC Solar Energy Indonesia and all others: 94.36% (AFA). The notice prints no separate offset-adjusted deposit column for Indonesia.
  • Laos: Solarspace Technology (Laos), with its listed exporter combinations, and the Laos-wide entity: margin 65.76%, cash deposit 65.36%. Commerce amended these rates in the same notice to correct a ministerial error.

Countervailing duty cash-deposit rates

  • India: Mundra Solar Energy, Mundra Solar PV and all others: 126.09% (AFA).
  • Indonesia: PT Blue Sky Solar Indonesia 173.70% (AFA). PT REC Solar Energy Indonesia and all others: 73.20%.
  • Laos: Solarspace Technology (Laos) 82.03%. Vietnam Sunergy 153.67% (AFA). All others: 82.03%.
Timing. Both notices start cash deposits and suspension of liquidation on the date the USITC's final injury determination is published in the Federal Register. The USITC notice was published on November 5, 2026 (91 FR 69865), so November 5 is the trigger date. That date is our reading of the two documents; CBP's instructions will confirm it.
Gap periods: AD provisional measures expired October 24, 2026, so entries from October 25 through the day before the USITC publication are liquidated without AD duties. CVD provisional measures expired June 25, 2026, so entries from June 26 through the day before the USITC publication are liquidated without CVD.
CVD critical circumstances: For Indonesia, both Commerce and the USITC were affirmative, so CVD applies retroactively to entries on or after November 28, 2025. For India and Laos the USITC was negative, so CBP will lift suspension and refund CVD deposits on entries from November 28, 2025 through February 25, 2026.
The AD notice lists assessment back to entries on or after April 28, 2026, when the preliminary determinations were published, subject to the gap. It does not describe any further critical-circumstances retroactivity.

Scope: The orders cover crystalline silicon PV cells at least 20 micrometers thick with a p/n junction, whether or not assembled into modules, laminates or panels. Modules assembled in a third country from subject-country cells are covered. Modules assembled in a subject country from third-country cells are not. The orders exclude thin-film products, certain small cells built into consumer goods, specified off-grid panels, and goods already covered by the China orders and the Cambodia/Malaysia/Thailand/Vietnam orders. Reference HTS numbers are 8541.42.0010 and 8541.43.0010, and goods may also enter under 8501.71, 8501.72, 8501.80 and 8507.20.80. The written scope controls.

Assessment: Final duties will be set later, through administrative reviews or by automatic assessment at the deposit rate. CBP liquidation instructions for the gap periods and for the India and Laos refunds have not yet been seen.

New AD/CVD investigations on seamless pipe from Georgia and India

Status: initiations, applicable November 4, 2026; filed November 6, 8:45 a.m. ET; scheduled for publication November 9. The margins below are allegations, not duty rates. The investigations cover seamless carbon and alloy steel standard, line and pressure pipe from Georgia (A-833-001, treated as a non-market economy) and India (A-533-956 AD; C-533-957 CVD). The petitioners, Tenaris USA, Vallourec Star LP and the USW, filed on October 15, 2026. AD initiation (2026-22835) · CVD initiation (2026-22836)

  • Alleged dumping margins: Georgia 113.87%–286.29%, depending on the surrogate country (Brazil, Colombia or Malaysia). India 41.03%–63.57%.
  • CVD: 24 alleged Indian subsidy programs. The POI is calendar year 2025.
  • AD POIs: India, October 2025 through September 2026. Georgia, April through September 2026.
  • Scope: Seamless non-stainless pipe and redraw hollows up to 16 inches nominal OD, made to ASTM A-53, A-106, A-333, A-334, A-589, A-795, A-1024, API 5L or comparable specifications. OCTG, certain mechanical, boiler and hydraulic tubing, and pipe meeting ASTM A-335 chemistry are excluded. Entries fall mainly in HTS 7304, including 7304.19.1020, 7304.19.5020, 7304.31.6050, 7304.39.0016, 7304.51.5005, 7304.59.6000 and 7304.59.8010–8070.
Timing. Q&V questionnaire responses are due November 18, 2026. Scope comments are due November 24 and rebuttals December 4, each by 5:00 p.m. ET. The USITC calendar schedules the preliminary injury vote for November 30, 2026. Absent postponement, Commerce's preliminary determinations would come about January 8, 2027 (CVD, 65 days) and about March 24, 2027 (AD, 140 days). No deposits are owed until a preliminary determination is published.

BIS keeps the Affiliates Rule suspended until January 10, 2027

Status: final rule filed November 5, 2026, 4:15 p.m. ET; scheduled for publication and effective November 9, 2026. BIS extended the suspension of its interim final rule "Expansion of End-User Controls to Cover Affiliates of Certain Listed Entities" (90 FR 47201) from November 9, 2026 to January 10, 2027. The suspended rule would extend Entity List and related end-user restrictions to affiliates of listed parties. Its amendments to 15 CFR parts 732, 734, 736, 744 and 748 remain on hold. The rule was issued under ECRA section 1762 without notice and comment. BIS rule (FR Doc. 2026-22793)

Practical effect: Through January 10, 2027, exporters and reexporters keep screening under the pre-rule approach, where named parties drive license requirements. They should continue preparing ownership-based screening in case the rule takes effect after that date.

OFAC: Cuban sector determination, tanker designations and the Prince Group network

Status: in force from November 5, 2026. Under section 2(a)(i)(A) of E.O. 14404, OFAC identified the electronics, manufacturing, marine and technology sectors of the Cuban economy. Any foreign person found to operate or to have operated in those sectors may now be sanctioned. OFAC determination · OFAC recent action, Nov. 5

  • Cuba designations (CUBA-EO14404): CUBAELECTRONICA, TECNOSIME, Internacional Maritima SA, Petróleos Marítimos del Caribe (PETROMARCA), Tentacool Commercial Inc. and Beijing H and C Technologies, plus two individuals. Newly blocked vessels are the LPG tanker EMILIA (IMO 9242209) and the products tanker GLORIA C (IMO 9540273). Existing Venezuela-program listings for MARIA CRISTINA (IMO 9502453), ESPERANZA (IMO 9289166) and LOURDES (IMO 9259692) were updated to Cuban flag and the Cuba tag. CEIEC also received the Cuba tag.
  • Prince Group network: OFAC designated 41 entities and 4 individuals under E.O. 13581 (TCO), and one Madagascar-based scam-network manager under E.O. 13694 (cyber). The entities include Cambodian logistics, duty-free, construction, printing-equipment and airline companies, among them First Unite International Logistics, Cambo Duty Free Merchandise and Prince International Airlines. Treasury press release

Entities owned 50% or more by blocked persons are also blocked. No general licenses were issued with this action.

Mattress orders continued; two CAFTA-DR short-supply fabrics added

Mattresses — Status: no current deposit effect. After the first sunset reviews, Commerce is continuing the AD orders on mattresses from Cambodia, Malaysia, Serbia, Thailand, Türkiye and Vietnam and the CVD order on mattresses from China, effective October 27, 2026. Deposits continue at the rates in effect. The notice was filed November 6 and is scheduled for publication November 9. Continuation notice (2026-22823)

CAFTA-DR — Status: filed November 6; applicable on publication, scheduled for November 9. CITA added two fabrics to the CAFTA-DR Annex 3.25 short-supply list in unrestricted quantities, under HTS 5210.32.00, 5210.49.10 and 5210.59.10. Request CA2026009 covers woven wrinkle-free cotton/polyester fabric. Request CA2026010 covers the cotton/polyester/spandex version. Apparel made with these fabrics can qualify for CAFTA-DR preference even when the fabric is sourced outside the region. CA2026009 (2026-22745) · CA2026010 (2026-22746)

CBP operations: ACE Portal account mergers, CBTPA quota and broker TSR window

  • ACE Portal mergers (in place since November 5, 2026; CSMS #70362316): To merge ACE Portal accounts after an acquisition, the account owner of the acquiring entity now files the request through the automated ACE Portal application. The request needs a signed letter on company letterhead giving both entities' names and account identifiers, the acquisition date, and current contact details. CBP: Managing an ACE Portal account
  • CBTPA quota 2027 (CSMS #70370373): Quota Bulletin 26-408 covers apparel under HTS 9820.11.09 and T-shirts under 9820.11.12 for the period October 1, 2026 through September 30, 2027. QB 26-408
  • Brokers (CSMS #70373554): Individually licensed brokers must finish continuing education by January 31, 2027. All licensed brokers, individual and corporate, must file the triennial status report in the eCBP Portal between December 14, 2026 and February 28, 2027. Under 19 CFR 111.30(d) and 111.102, a license is revoked by operation of law if these requirements are missed. CBP CE/TSR page

Action items

Importers of record and brokers

  • Flag all PV cell and module entries from India, Indonesia and Laos, including modules assembled in a third country from cells made in those countries. Prepare Type 03 entries with AD and CVD case numbers at the order rates, and watch for CBP's CSMS deposit message. AD orders
  • Identify Indonesian entries made on or after November 28, 2025 (CVD retroactivity). Track India and Laos entries from November 28, 2025 through February 25, 2026, which qualify for CVD deposit refunds. CVD orders
  • If you hold an acquired company's ACE account, file the merger request through the ACE Portal application with the signed letter. CBP guidance
  • Brokers: confirm CE hours before January 31, 2027, and calendar the TSR filing window from December 14. CE/TSR

AD/CVD filers and exporters

  • Producers and exporters of seamless pipe in Georgia and India should answer Q&V questionnaires by November 18. Interested parties should file scope comments by November 24. Initiation notice
  • Apparel sourcing teams: document fabric specifications against CA2026009 and CA2026010 before claiming CAFTA-DR preference. CITA notice

Sanctions and export controls

  • Rescreen vessels, charterers and counterparties for EMILIA, GLORIA C, the re-flagged tankers and the Cambodian Prince Group logistics and duty-free entities. OFAC action
  • Review any business with Cuban electronics, manufacturing, marine or technology enterprises, given the new sector exposure. Determination
  • Keep Affiliates Rule implementation plans ready for January 10, 2027. BIS rule

FAQ

Do solar modules assembled in Vietnam from Indian cells fall under the new orders?

Yes. Under the scope, modules assembled in a third country from cells made in India, Indonesia or Laos are covered. Modules assembled in those countries from third-country cells are not. AD orders, scope section

Are AD duties owed on Indonesian or Indian solar entries made in late October 2026?

No. Entries from October 25, 2026 through the day before the USITC's final determination was published fall in the provisional-measures gap and are liquidated without AD duties. CVD has a longer gap that began June 26, 2026. AD orders

Do importers owe deposits on seamless pipe from India or Georgia now?

No. These cases are at the initiation stage, and the margins listed are the petitioners' allegations. Deposits would start only after a preliminary affirmative determination is published. CVD initiation

Is the BIS Affiliates Rule in force?

No. It remains suspended through January 10, 2027, under the rule that takes effect November 9, 2026. BIS rule

Original sources and dates