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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
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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

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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