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US Defense Adds Eight Chinese Clean Energy Firms to its Blacklist

The listed companies are barred from U.S. defense contracts

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The U.S. has added several solar and energy storage companies to its list of designated “Chinese military companies,” which will face defense-contracting restrictions effective June 30, 2026.

Among Chinese companies added to the blacklist by the U.S. Department of Defense across various sectors are eight companies, including JA Solar and Trina Solar in the clean energy sector. These companies operate across solar manufacturing and generation, battery and energy storage systems, hydropower, nuclear power, wind, and electric vehicle segments.

A separate goods-and-services prohibition is set to take effect on June 30, 2027, covering goods or services produced or developed by listed entities, including through indirect sourcing.

The renewable energy and energy storage companies identified in the list are:

Clean Energy Firms Designated as Chinese Military Companies (CMC) by the U.S. Department of Defense

The update also removed some entities from the list. However, none of the newly removed companies was in the renewable energy or energy storage sectors.

The move adds to recent U.S. actions affecting Chinese clean energy supply chains.

This February, in a move to curb Chinese influence on the clean energy supply chain, the Department of the Treasury issued interim guidance to enforce provisions under Section 45X of the Internal Revenue Code that restrict companies from claiming federal clean energy subsidies if they rely on foreign-made material.

Earlier, the Department of Commerce determined antidumping and countervailing duties of up to 102.72% and 66.86%, respectively, on the imports of active anode material from China. The duty imposition followed investigations after the American Active Anode Material Producers filed petitions with Commerce and the US International Trade Commission seeking the imposition of 920% tariffs on imports of natural and synthetic graphite from China to make lithium-ion battery anode material.

In January, the U.S. Department of Commerce imposed countervailable duties on select crystalline silicon cells, whether or not assembled into modules, imported from China during the review period between January 1, 2022, and December 31, 2022.

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