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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.
By
Lev Seleznov, Jesse Pichel
Image: Bila 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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