Markets & Policy
See all
Featured in A grip on cells – 10-2026

Poly pricing and potential expansion

The United States has made significant changes to trade and energy policy in 2026. The enforcement of these policies and potential further changes on the horizon could reshape the solar market yet again. Jesse Pichel and Lev Seleznov of Roth Capital examine the potential impacts.
Jesse Pichel,Lev Seleznov
By
Jesse Pichel, Lev Seleznov
SEG Solar, which has a factory in Houston, recently brought 4 GW of module capacity online, with further planned expansions, including cell lines. | Image: SEG Solar

Recent industry checks in the United States suggest that an increase in US minimum import prices (MIPs) under the polysilicon Section 232 framework may not occur until after Dec. 4, with implementation potentially moving into early 2027. The delay appears to reflect the Department of Commerce’s desire to observe how the initial Section 232 proclamation …

pv magazine
This article is part of pv+
Subscribe digitally to unlock exclusive investigative reporting, expert insights, in-depth analysis, and premium background coverage on www.pv-magazine.com. Your subscription also includes full access to the digital edition of our magazine.
Global pv+ Digital Subscription_October
View our subscription options