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Canada Ends 11-Year Anti-Dumping Order On Chinese Solar Modules — Import Costs Set To Fall

Sep 22, 2026 Leave a message

Brice
Brice
A senior photovoltaic market analyst with many years of experience in domestic and international photovoltaic trade, channel development, and overseas power plant markets.
 

Canada Ends 11-Year Anti-Dumping Order on Chinese Solar Modules - Import Costs Set to Fall

 

 

What Happened

 

 

Canada's trade authority has closed the book on an anti-dumping and countervailing duty order that governed Chinese-made solar modules and laminates for more than a decade. On September 17, 2026, the Canadian International Trade Tribunal (CITT) terminated its expiry review of the order and rescinded it outright. The Canada Border Services Agency (CBSA) confirmed it will stop collecting the duties on covered goods with immediate effect.
 

The order being removed was issued March 25, 2021, in expiry review RR-2020-001. It covered Chinese-origin crystalline-silicon modules and laminates, along with thin-film PV products made from amorphous silicon, cadmium telluride, or copper indium gallium selenide. Modules rated at 100 W or below, and PV components built into appliances not primarily designed to generate electricity, were already excluded under the original order.
 

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Why It Was Terminated - and Why That Matters

 

 

This is the part worth reading carefully. On July 2, 2026, the CBSA completed its own investigation and found that ending the order would likely lead to continued or resumed dumping and subsidizing of Chinese modules. That finding would normally send the case to the CITT for an injury determination, due by December 9, 2026 - the question of whether that continued dumping would actually hurt Canadian producers.
 

The CITT never reached that injury determination. Under Canada's Special Import Measures Act, a review can be terminated at any stage if domestic producers fail to file notices of participation or don't substantively engage in the injury phase. No public record shows Canadian manufacturers - such as Heliene or Silfab Solar - pursuing the case at this stage. With no domestic party defending the order, the tribunal terminated the review and rescinded the measure.
 

In short: the order was not lifted because Canadian authorities found that Chinese dumping had stopped - the CBSA's own investigation found the opposite. It was lifted because Canada's domestic solar manufacturers did not pursue their case at the injury stage. The tribunal's public notice confirms the outcome but does not detail its reasoning; fuller reasons are expected in a separate filing.
 

Timeline

 

Date

Event

Dec. 2014

CBSA and CITT open the original investigation

July 2015

Final anti-dumping and countervailing duties imposed for five years

2020–2021

First expiry review continues the order (RR-2020-001, issued March 25, 2021)

Feb. 2, 2026

Second expiry review opens

July 2, 2026

CBSA determines that dumping and subsidizing would likely continue or resume if the order expired

Sept. 17, 2026

CITT terminates the review before reaching an injury finding and rescinds the order; CBSA stops collecting duties

 

Context: A Broader Thaw, Not a Stated Cause

 

 

The termination lands alongside a wider easing in Canada-China trade friction. In January 2026, Ottawa agreed to admit up to 49,000 Chinese electric vehicles annually at the standard 6.1% tariff rate, replacing a 100% surtax, and said it would not proceed with previously floated tariffs on select Chinese solar products and semiconductors. The CITT operates independently under separate trade-remedy law, and it has not confirmed any link between that political shift and this ruling. The two developments are worth reading together, but they are not the same process.
 

One thing this ruling does not touch: Canada's anti-dumping duties on Chinese aluminum extrusions - the material used in most module racking - were renewed as recently as October 2025 and remain in force.
 

Market Backdrop

 

 

The removal comes as Chinese solar exports keep climbing. In the first half of 2026, China's exports of wafers, cells, and modules totaled roughly USD 17.18 billion, up 24.3% year over year, according to the China Photovoltaic Industry Association. That growth has continued even as several other markets tighten trade measures: the United States maintains anti-dumping, countervailing, and Section 301 duties on Chinese solar products, and extended coverage further upstream to cells, wafers, ingots, and polysilicon in 2026.
 

Industry commentators in China, including Zhou Mi, a researcher at the Chinese Academy of International Trade and Economic Cooperation under the Ministry of Commerce, have suggested the ruling reflects continued reliance on imported supply for Canada's clean-energy buildout, and that removing the duty gives Canadian developers and installers a lower-cost path to Chinese modules. That reading is one interpretation of the outcome, not the tribunal's own stated rationale.
 

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What It Means Going Forward

 

 

For Canadian buyers, the immediate effect is straightforward: Chinese-made modules and laminates covered by the rescinded order can now enter Canada without the anti-dumping and countervailing duties that applied for the past decade. That should narrow the landed-cost gap between Chinese and non-Chinese supply for utility, commercial, and residential projects - though racking, inverters, and other balance-of-system costs are unaffected.
 

Whether the change holds depends on factors outside this ruling. Because the CBSA already found a likelihood of continued dumping, Canadian producers retain the option to file a fresh complaint in the future. The broader Canada-China trade relationship also remains subject to political shifts on both sides.

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