LONGi Green Energy: a Xi'an module maker whose product line is the one Canada's solar rescission changes

Who LONGi is

LONGi Green Energy Technology Co., Ltd. is a vertically integrated solar manufacturer headquartered in Xi'an, Shaanxi, and listed on the Shanghai Stock Exchange. It makes monocrystalline silicon wafers, solar cells and modules, and has a hydrogen business that builds electrolysers; production is centred in China and its modules are sold worldwide.^[1] In export markets its product is the module: the buyer, whether a developer, an engineering contractor, a distributor or an installer, sources the rest of the system elsewhere, so LONGi's commercial interface with a foreign market is the module quotation and the counterparty across the table.^[1]

The records collected on MyChina.ca contain no LONGi-specific shipment, order, Canadian office or duty treatment, and none is presumed here. What the record does establish is the class of goods: Canada's 2021 order covered certain photovoltaic modules and laminates originating in or exported from China, the class within which Chinese-made modules meeting the product definition sat until this month.^[2]

What changed on September 18

On September 18 the Canadian International Trade Tribunal terminated expiry review RR-2020-001 and rescinded its March 25, 2021 order on certain photovoltaic modules and laminates from China. Its release states that the Canada Border Services Agency will therefore not continue imposing anti-dumping and countervailing duties on these goods.^[2] This supersedes a much narrower change of March 13, when the Tribunal, after an interim review, continued the same order with an amendment excluding only flexible modules of no more than 200 W intended for curved vehicle surfaces such as truck fairings.^[3] Ordinary customs treatment is untouched: goods from China enter at the most-favoured-nation rate, the importer must be registered in CARM, and electrical products such as modules and inverters must meet Canadian product safety and certification rules, a compliance track separate from duties.^[9]

The ruling sits alongside a government undertaking. Under the preliminary joint arrangement of January 16, 2026, Canada agreed to impose no new tariffs on Chinese solar products and semiconductors, with the arrangement to be reviewed after three years.^[4] The two texts are independent. The undertaking binds tariff policy; the Tribunal decides trade remedy cases on their own record, and the Special Import Measures Act keeps operating case by case, as the August 31 initiation of dumping and subsidy investigations into truck and bus tires from China shows.^[4][10] A Chinese module maker therefore has a clear opening on the module line now, and no permanent guarantee.

Why this week's procurement thesis applies to LONGi in a specific way

This week's intelligence piece argued that Canada's solar opening may reward procurement certainty more than cheaper panels, because modules, cables, screws and metals now follow different rules. For a group that spans modules and projects, that means separating its own lines. For a company like LONGi, whose export product is the module, it means something different: its line is the only one the September ruling changes, and the exposures that could erode the saving sit with other suppliers in the installer's package.^[2][5][6]

Those exposures are specific. Certain unarmoured building cables from China entered a final injury inquiry on July 30, after preliminary dumping and subsidy determinations, with the Tribunal's injury decision scheduled for November 26.^[5] Carbon steel screws originating in or exported from China remain subject to anti-dumping and countervailing duties under the order continued with amendment on March 11.^[6] Chinese steel and aluminium products have carried a 25% surtax since October 2024; the China Surtax Remission Order relieves that surtax only for goods listed in its Schedule 1 or 2 under stated conditions, and the eligible import period for Schedule 1 goods ends on December 31, 2026.^[7][8] None of these notices says whether a particular solar project's cable, fastener or racking is in scope, and the cable inquiry and the screw order both reach goods exported from China whatever their place of manufacture.^[5][6]

So product-level relief becomes a usable project budget through the quotation itself. A module-line quotation useful to a Canadian installer would state the product against the rescinded order's definition, the country of origin and of export, the expected entry date and the price validity, and would leave cables, fasteners and racking to be itemised by whoever supplies them, rather than folding the module into a bundle whose other lines may still carry duty or surtax.^[2][5][6][7] That is coordination, not a promise of savings: the published records establish the change in Canada's duty regime, not any LONGi price, Canadian order or realised margin.^[2]

Openings and limits

The energy memorandum of understanding signed in January by Natural Resources Canada and China's National Energy Administration covers energy transition among other topics and created a Ministerial Dialogue on Energy. It is a government-to-government channel whose energy transition scope is where solar technology sits, and it records no company-level commitment.^[11] For LONGi and its peers the near-term commercial opening is narrow and concrete: the module line now enters Canada without Special Import Measures Act duties, while the surtax and the remaining orders on other components are unchanged.^[2][6][7]

Dates that matter

• November 26, 2026: the Tribunal's injury decision on unarmoured building cables.^[5]
• December 31, 2026: the end of the eligible import period for Schedule 1 goods under the surtax remission.^[7]
• January 2029: the three-year review of the preliminary joint arrangement.^[4]