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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

Over the next few months, competition will take care of cost parity sooner rather than later and prices in the United States are likely to eventually resemble those in Europe’s more mature plug-in solar market. Utah became the first US state to pass legislation allowing portable solar generation devices in May 2025. Maryland, Maine, Colorado, …

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