US imposes polysilicon tariffs and price floors
Analysis based on 6 articles · First reported Aug 06, 2026 · Last updated Aug 07, 2026
The tariffs and price floors are expected to raise costs for solar panel importers and potentially boost domestic polysilicon and solar manufacturers. The measures could also affect semiconductor supply chains, as polysilicon is a key input, and may lead to higher prices for solar panels in the U.S. market.
On August 6, 2026, the White House, under President Donald Trump, issued a proclamation under Section 232 of the Trade Expansion Act of 1962, imposing a 15% tariff and minimum import prices on polysilicon and its derivative products. The measures aim to support domestic chip and solar supply chains and reduce reliance on Chinese production. Minimum import prices were set at $21/kg for polysilicon, $100/kg for ingots and wafers, $0.22/watt for solar cells, and $0.38/watt for modules. The trade protections take effect on December 4, 2026. The proclamation also authorizes the United States — United States Department of Commerce to create an incentive program for domestic polysilicon production. U.S. solar manufacturers, including OVO Energy, First Solar, and Hanwha Group — Qcells, applauded the move, while Wacker Chemie said it was reviewing the actions. Trade attorney Tim Brightbill warned that the delayed implementation could lead to a surge of imports in the coming months.
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