As the dust settles from the Aug. 6 announcement of tariffs and minimum import prices on polysilicon and its derivatives, Jesse Pichel and Lev Seleznov of Roth Capital Partners explain the impact the long-awaited decision is expected to have on US module pricing and what it might mean for investment in US manufacturing.
Before the Section 232 tariff announcement, many module buyers were anticipating a roughly $0.03/W to $0.05/W impact, with $0.06/W to $0.07/W generally seen as an upper-end outcome. A consensus formed around a more stringent pricing impact. While the ultimate clearing price remains uncertain, we believe the low end of pricing across the value chain could …
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