Giga Solar Materials (GSMC), a Taiwanese solar energy module conductive paste manufacturer, announced on April 22 that it has invested in the acquisition of module production equipment in the US. The company plans to officially begin production in California in June, establishing GSMC's first solar module manufacturing base in the US. This also makes it the first Taiwanese solar energy module company to begin production in the US.

China has expanded its export controls on rare earth minerals and magnets, intensifying its trade retaliation against the United States and threatening to disrupt key industries. The new restrictions affect seven rare earth elements and specialized magnets used in electric vehicles, wind turbines, and military aircraft—resources on which the US remains heavily dependent.

According to Reuters and Yonhap, South Korea's LG Energy Solution announced on April 21, 2025, that it has formally withdrawn from a major US$8.45 billion electric vehicle battery development project in Indonesia, citing shifts in market conditions and the investment climate.

Chinese battery manufacturer Sunwoda, an Apple product supplier, is set to increase its investment in Bac Giang, Vietnam. According to The Investor, environmental assessment data from the local Bac Giang government reveals that Sunwoda will inject an additional US$22.5 million into the project, bringing the total capital investment to US$30.2 million.

The US set new duties as high as 3,521% on solar imports from four Southeast Asian countries, delivering a win for domestic manufacturers while intensifying headwinds already threatening the country's renewable power development.

Taiwan's offshore wind sector may benefit from lower costs as US policy changes ease global supply chain pressures, according to Taiwan's Ministry of Economic Affairs (MOEA).

Acer founder Stan Shih, senior economic advisor to Palau, announced on April 15 that Taiwan and Palau will launch collaborative initiatives in zero-carbon shipping and renewable energy sectors under the Partnership Initiative, aiming to create economic opportunities that could attract US-based Palauans back to their homeland.

US President Donald Trump has intensified tariff measures in a bid to clamp down on tariff circumvention through Southeast Asia and other third-party locations. His latest actions, aimed at closing long-standing loopholes, have disrupted global solar supply chains and intensified scrutiny on countries serving as intermediaries for Chinese-made products. The new strategy follows years of limited success from previous trade wars and marks a more aggressive posture on trade enforcement.

The global hydrogen energy industry has been increasingly investing in liquid ammonia as a key carrier for facilitating international transport. Industry experts point out that energy developments based on ammonia and hydrogen go hand in hand, and countries should prioritize the development of diverse hydrogen carrier supply chains in the short term, given that liquid hydrogen supply and transport technology are not yet fully mature.

CATL, China's dominant battery manufacturer, reported first quarter 2025 revenue of CNY84.7 billion (US$11.7 billion) with net profit reaching CNY14 billion, up 33% year-over-year. During its earnings call, the company minimized concerns about recently imposed US tariffs, citing limited exposure to the American market.