Risk intelligence
Claude searches the live web for what could disrupt each item you buy — new tariffs and trade measures, supply shortages, geopolitical and logistics shocks — and proposes findings you review.
Items scanned
4/4
risk intelligence on file
Active risk flags
4
high/critical findings
Tariff / trade exposures
4
duties & regulatory findings
Single-sourced items
2
no backup supplier
550W bifacial module
Primary supplier: Hefei Solar Modules
Chinese-origin modules face escalating US trade measures and persistent UFLPA detention risk, while EU import prices remain volatile. Cost and clearance — not availability — are the live risks.
US Section 301 + AD/CVD stack on Chinese modules
Modules of Chinese origin carry Section 301 duties on top of antidumping/countervailing margins, and Southeast-Asian assembly is under anti-circumvention scrutiny. Landed cost into the US can rise sharply with little notice.
Recommended: Confirm country-of-origin and HS 8541 classification with your broker; if you ship to the US, model a +25–50% duty scenario and document the bill of materials for any SE-Asia-assembled units.
UFLPA detention risk on polysilicon supply chain
US Customs continues to detain solar shipments lacking a clean polysilicon trace to non-Xinjiang sources. Detentions add weeks and can force re-routing of inventory.
Recommended: Require module suppliers to provide polysilicon traceability documentation before shipment; pre-clear it with counsel.
AI-proposed and human-reviewed. Findings are advisory — verify before acting.