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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

On Aug. 6, 2026, the White House announced the long-awaited outcome of a Section 232 investigation into polysilicon imports to the United States. As of Dec. 4, a 15% ad valorem tariff will apply to all imports of silicon ingots, wafers, cells and modules. Minimum import prices will also apply to these components as well …

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