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Featured in Factory floor – 09-2026

Section 232 and US module prices

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.
Lev Seleznov,Jesse Pichel
By
Lev Seleznov, Jesse Pichel
Image: Bila Solar

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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