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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

The United States has announced plans to implement a 15% tariff on imports of polysilicon derived products along the solar supply chain, as well as minimum import prices for polysilicon and solar ingots, wafers, cells and modules. The tariffs and price floor will apply as of 12:01 Eastern Time on December 4, 2026. The move …

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