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The solar industry is on edge ahead of tomorrow's vote by the International Trade Commission. Photo: John Locher / AP

The solar industry is on edge ahead of tomorrow's vote by the International Trade Commission on whether it finds domestic solar manufacturers have been injured by cheap foreign imports. If it does — and most observers expect it will — President Trump makes the final decision on whether to impose tariffs or other trade remedies.

Driving the news: A Greentech Media article published Wednesday is making waves because it backs up the narrative asserted by the two bankrupt manufacturers, Suniva and SolarWorld: that tariffs would help revive the domestic solar manufacturing sector. The story quotes foreign solar companies weighing opening U.S. facilities as a way to hedge against potential tariffs Trump might impose.

Quoted: "If [new tariffs] come into effect, I think the clear direction that will emerge from this is that manufacturing in the U.S. will be incentivized, or supported by direct or indirect means," Gagan Pal, chief marketing officer of fast-growing Indian photovoltaic manufacturer Adani Solar, told Greentech Media.

Why it matters: This storyline feeds straight into Trump's "America First" manufacturing mantra, fueling the prediction Trump will likely issue tariffs. It also provides a competing narrative to the louder and larger opposition, led by the Solar Energy Industries Association, which has argued tariffs would raise the cost of solar panels and hurt other jobs in the sector.

Go deeper

Journalism enters dangerous new era

Illustration: Brendan Lynch/Axios

The Capitol attack on Jan. 6 resulted in at least nine physical assaults against journalists and at least five arrests, per the U.S. Press Freedom Tracker's top editor.

Why it matters: President Trump's harsh rhetoric towards the press has empowered leaders abroad and locally in the U.S. to continue to attack press that they don't like.

Ben Geman, author of Generate
2 hours ago - Politics & Policy

The beginning of the beginning for Biden's climate push

Illustration: Annelise Capossela/Axios

Joe Biden's inauguration and the days right after will bring a rat-tat-tat burst of climate policy moves, but keep this in mind amid the splashy pledges: pushing through most of his agenda will be a long, uncertain slog.

Why it matters: Biden's climate plan is far more expansive than anything contemplated under President Obama. But for all the immediate pledges, it will take years to see how far Biden gets.

Dion Rabouin, author of Markets
3 hours ago - Economy & Business

Biden's inflation danger

Illustration: Sarah Grillo/Axios

President-elect Joe Biden's $1.9 trillion stimulus proposal has economists and bullish market analysts revising their U.S. growth expectations higher, predicting a reflation of the economy in 2021 and possibly more booming returns for risk assets.

Yes, but: Others are warning that what's expected to be reflation could actually show up as inflation, a much less welcome phenomenon.